The Stocks to Own in Thailand – Vol. 47
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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Thaifoods Group - 3Q24 Core Profit Grew 557% YoY and 11% QoQ, Better than Expected
The current fundamental value remains attractive, as the stock price has 20% upside from its fair value of Bt4.92 (using the earnings yield method...
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Thaifoods Group - 3Q24E Earnings Growth of 514% YoY
KTX has downgraded our rating Neutral (from Outperform), with the valuation metrics prompting a shift to a neutral tactical view (from very limited...
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Agribusiness and Food and Beverage Sectors - October 4, 2024
The combination of the Vegetarian Festival and the school holiday break is anticipated to exert downward pressure on broiler and swine prices in...
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Agribusiness and Food and Beverage Sectors - Sep 5, 2024
In 3Q24E, the earnings of the agribusiness and food sector are expected to recover both YoY and QoQ, particularly for major meat operators with...
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