SET Likely to Correct in the Short Term, Widening the Potential Upside
Thai inflation in March is likely to come in below the market's expectation of 3.50% YoY due to the high base, as well as the continued decline of...
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Keep a Close Watch on US PCE in February 2023
Core PCE has fallen at a slower pace than the headline PCE; this has led the market to be concerned that inflation will decline more slowly than...
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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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