TFG: Opportunity Arises from Regional Meat Supply Shortage
We initiate coverage of TFG with a BUY rating and a 2020E target price of Bt4.7, derived from 17.5xPE’20E, which implies a PEG ratio of 1.0x in...
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
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TFG (TFG TB): Strong Export Prices and Low Feed Cost to Support Margin
Strong sales momentum, high level of cash sales, and good price momentum relative to its sector Top line should remain strong, supported by...
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TFG: Cost Management Is Fattening the Bottom Line
Improving operating profit, strong net profit momentum, and strongsales momentum relative to its sector Growth should be supported by increased...
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