THAIFOODS GROUP Plc. (TFG): GPM at 18.8%, 80bps Above Forecast
We maintain our 2025 forecast, with 4Q25 profit likely to soften QoQ as swine prices in Thailand and Vietnam decline. Valuation metrics maintain...
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THAIFOODS GROUP Plc. (TFG): 2025–27E Earnings Raised 17% P.A....
TFG’s retail business serves as its flagship, supporting both sales growth and margin expansion through the group’s retail channels.
425 Views
Thaifoods Group - Strong YoY and QoQ Performance in 2Q25
We have revised our fair value estimate to Bt6.30, based on a required return of 16.8%, reflecting our new house view’s assumptions of Rf = 1.45%...
154 Views
Thaifoods Group - 2Q25E Earnings to Have Grown YoY and QoQ
The momentum in 2Q25E is positive, with core profit expected to grow both YoY and QoQ, supported by strong margins (driven by higher swine and...
372 Views
Thaifoods Group - 2025E Profit Forecast Revised up 19%
Momentum in 2Q25E: Core profit is expected to grow YoY and QoQ due to strong margins (as swine and broiler prices in Thailand and Vietnam have...
297 Views