Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
908 Views
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
555 Views
Market Outlook
The SET Index is expected to move sideways while awaiting clarity concerning the US CPI in November and the FOMC meeting, with the support at...
86 Views
Market Outlook and Recommendations
The SET Index is expected to move sideways, with the resistance at 1,650/1,658 points and the support at 1,630/1,615 points (10/25-day EMA). We...
88 Views
DOHOME I Outperform I TP Bt18.25
The SET Index is expected to weaken, with the resistance at 1,650/1,666 points and the support at 1,630/1,613 points (10-day and 200-day EMA). We...
82 Views