Industry Update: Agro & Food Industry - MAY 30, 2025
Outlook for 2Q25E: Profit for the meat sector is expected to improve QoQ and increase YoY, especially for companies with swine businesses in...
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Industry Update Agro & Food Industry - May 21, 2025
We maintain a Neutral sector weighting and prefer swine-focused operators (BTG, CPF, and TFG), particularly those with operations in Thailand and...
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Krungthai XSpring Zoom Eng. September 18, 2026
Brent crude fell nearly 1% after Saudi Arabia increased crude supply available for sale. The THB strengthened to Bt33.27/USD, which should support...
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Special Report: Impact of Reciprocal Tariffs - APRIL 11, 2025
The US has announced the implementation of reciprocal tariffs on its global trade partners. In the worst-case scenario, Thailand may face a tariff...
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The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
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