KTX Ahead: Thai Economy May Not Be as Weak as Feared - June 9, 2025
Cost-push factors may drive US inflation in May higher than expected Service-sector inflation (demand-pull inflation) has the potential to ease,...
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KTX Zoom: Follow Developments in US-China Trade Talks Today - JUNE 9, 2025
Today's SET Index is expected to move sideways down, with the support levels at 1,127 and 1,114 points and the resistance levels at 1,144 and 1,150...
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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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The Stocks to Own in Thailand – Vol. 49
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...
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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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