Equity Analysis /
Thailand

Thailand (Bualuang): Consumer - Finding the short-term earnings play

  • Unfavorable key indicators in 4Q20 no surprise

  • Unexciting 4Q20 result forecast (selective winners)

  • Healthcare will gain most QoQ recovery in 1Q21

Narumon Ekasamut
Narumon Ekasamut

Equity Research Analyst

Bualuang Securities
22 January 2021