Thaifoods Group (TFG TB) - 2024E Earnings to Grow by 15%; Expecting a HoH Recovery in 2H23E
KTX has revised up our rating to Buy (fair value of Bt5.55, based on the earnings yield and a required rate of return of 9.0%).
409 Views
Meat Sector – Thai Swine Prices to Recover in 2H24E
The Thai swine industry is anticipated to face continued challenges this year, though not as severe as the difficulties encountered in 2023.
338 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
265 Views
TFG : 4Q22 Earnings to Post Strong YoY but Soften QoQ
We keep our BUY rating with a target price of Bt8.50. Key growth catalysts include (1) a decent earnings prospect with stabilizing material costs;...
386 Views
TFG : Earnings Hit Another Record High
We keep our BUY rating with a target price of Bt8.50. We are upbeat on the 4Q22 earnings trend, with our BUY call reflecting:(1)healthy growth...
251 Views