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...
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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 (Apr 3rd): Intouch, CP AXTRA NVDR, SCC, Kasikornbank, Srisawad
We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch, CP AXTRA NVDR, SCC, Kasikornbank,...
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Quiddity Leaderboard SET50 Jun26: Four ADDs/DELs Likely; Many Potential DELs Close to the Border
There are several potential deletions close to the border that could drop out of the top 50 if they underperform other names by small margins.
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