Equity Analysis /

Thailand (Bualuang): Agro & Food - Add KSL and drop GFPT from our sectoral picks

Bearish on “livestock meat” sub-sector in 2Q21 through 2H21
YoY 3Q21 core profit drop expected for CPF, TU and TFG
Bullish on “soft commodities”; Add KSL to our sectoral picks

Prasit Sujiravorakul

Equity Research Analyst @ Bualuang Securities

28 May 2021

Published byBualuang Securities

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