Equity Analysis /
Thailand

Thailand: Agro & Food - Slowing Chinese SB demand; lower SB price range in 2H21

  • USDA’s Aug report—a MoM marginal rise in 2021/22 global stocks

  • 2021/22 US crop progresses well despite yield cuts in three states

  • Slowdown of Chinese SB demand during Jul-Aug

Prasit Sujiravorakul
Prasit Sujiravorakul

Equity Research Analyst

Bualuang Securities
26 August 2021