CBG: Valuation Running Ahead of Fundamentals
We initiate coverage of CBG with a HOLD rating, based on a target price of Bt89, which is derived from 33xPE’20E, close to the average of the...
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Tipco Asphalt’s Best Quarter
We met up with Tipco Asphalt and Homepro, the country's largest home furnishing store chain. This is the quick run-down: TASCO reported huge...
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Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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The Seaweed Kid & Tipco's Nemesis
Strong Seaweed Growth. Taokaenoi, the country’s largest seaweed producer, posted another roaring results with 34% revenue growth to Bt4.7bn in 2016...
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Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
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