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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The Stocks to Own in Thailand – Vol. 46
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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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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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),...
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