Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
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Thailand's Salty Regulations: Taxing Popcorn, Pizza, and Potato Chips
First, it was the sugar taxes that shook the soft drink and fruit juice industry. Then, it was the famous ban on trans-fats that goes live in 2019....
453 Views
PM: Taro Fish Snack Will Be Launching in China by 2019 After a Delay
We maintain a BUY rating on Premier Marketing (PM TB) with a new target price of Bt15.10 based on 21.6xPE’19E, which is the average of Asia...
414 Views
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
219 Views
PM: 1Q18 Earnings Trimmed Due to a Surge in SG&A and a Fall in Margins
PM reported the 1Q18 earnings of Bt101m (-30%YoY and +49%QoQ). The 1Q18 earnings result was in line with our forecast and accounted for 20% of our...
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