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PTG Energy PCL (PTG TB)
Watchlist
50
Analysis
Consumer Discretionary
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Thailand
PTG Energy PCL provides ready-made gasoline at retail stations. The Company operates gasoline tank farms and gasoline retail stations throughout Thailand.
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bullish
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CP FOODS
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07 Jan 2017 20:02
Snippets#1: Chickens Invade Poland!!
Introducing Snippets.Snippets is a new product from MCorp Review with no expiry date. The idea is to update you on 3-5 events per snippet, when...
Athaporn Arayasantiparb, CFA
235 Views
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bearish
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Thematic (Sector/Industry)
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18 Dec 2016 22:53
Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
Athaporn Arayasantiparb, CFA
676 Views
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bearish
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Macroeconomics
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19 Nov 2016 14:50
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
Stewart Paterson
360 Views
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bullish
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Thematic (Sector/Industry)
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01 Oct 2016 18:27
American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
Athaporn Arayasantiparb, CFA
224 Views
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bearish
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PTT PCL
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16 Aug 2016 10:57
The New Abnormal (Part I): Low Energy Prices...Dude, Where's My Exit?
In this new two-part series, we examine how low oil prices and the resulting boon to consumption affects the Thai economy and markets and some...
Athaporn Arayasantiparb, CFA
198 Views
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