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...
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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...
555 Views
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...
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Thailand Short Interest Weekly (Mar 27th): Intouch, Bangkok Dusit, Central Pattana
We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch (INTUCH TB), Bangkok Dusit (BDMS TB),...
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PTG ENERGY Plc. (PTG): 2Q25 Earnings Down YoY But Up QoQ...
We maintain our Neutral rating and cut our 12-month fair value to Bt7.65 (from Bt8.75) based on a required return of 9.1%, reflecting the earnings...
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