Exports in July 2024 Hit a 28-Month High
The international trade account in July recorded a deficit of USD1.37bn, reversing from the surplus of USD0.22bn in June.
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Thai Union Group - 2Q24 Core Profit Fell 10% YoY but Increased 35% QoQ
The 2Q24 core profit beat our forecast. KTX remains bullish about the 2024E core profit growth outlook, which is expected to leap by 30% due to the...
192 Views
The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
398 Views
Thai Union Group - Expect 2Q24E Core Profit to Drop 10% YoY but Rise 35% QoQ
We maintain a neutral outlook on the 2Q24E earnings. We anticipate a 10% YoY decline in core profit but a 35% QoQ increase
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Agri & Food: Momentum in 2Q24E Expected to Grow YoY and QoQ
In particular, major meat operators, including those engaged in the swine business in Vietnam, are anticipated to shift from losses in 2Q23 to profits
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