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...
428 Views
NORTH EAST RUBBER Plc.: Share Price Lags Rubber Prices And Peers
We lower our FV to reflect earnings downgrades; however, the stock still offers 8% upside to our revised FV. NER remains a key beneficiary of the...
126 Views
SRI TRANG AGRO-INDUSTRY Plc. (STA): Tariff Headwinds, But Recovery Ahead
We maintain our Outperform rating but revise our 12month fair value to Bt14.70 (from Bt20.12), based on a required return of 5.71% and a target PER...
239 Views
Sri Trang Agro-Industry - 2Q25 Earnings Turned to a Loss on a Lower GPM
STA’s earnings turned around to a net loss in 2Q25, pressured by STR selling prices falling faster than raw material costs and by provisions for...
232 Views