Uncovered Thai Stocks: CFRESH (2Q26)
The company is very good at generating consistently positive operating cash flow The company has delivered strong sales growth, which is...
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Uncovered Thai Stocks: CFRESH (1Q26)
Earnings quality is very high based on our analysis of net income relative to operating cash flow The company is very good at generating...
92 Views
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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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