Thailand

Frontier Daily, 2 October: Bolivia plunges 4.6%, Nigeria and Angola gain

Thailand: Agro & Food - Soybean: Global SB price hit its three-month low in Sep

TH : MK Restaurant Group - On track for GPM recovery

TH : Indorama Ventures - Corpus Christi PET/PTA project on hold

Com7 PCL: Strong iPhone15 launch to support 2H23 operation

Thai: Agro & Food - Slight decline in China’s swine and pork production in 2024

TH : S Hotels and Resorts - Risk-reward turning more attractive

Frontier Daily, 27 September: EM spreads widen, Ukraine losses, Bolivia rebounds

TH : SCG Packaging - Fajar acquisition provides little to toast

True Corp PCL: Massive synergy value guidance of Bt250bn

Neither the Threat of Intervention Nor a Possible US Government Shutdown is Derailing the Greenback

Thailand: Media - Stick with OOH

Thailand: AMC - Unsecured NPL settlement business to expand further in 2H23

TH : Ramkhamhaeng Hospital - Headwinds from new hospitals

TH : Central Pattana - Visit to its Ubon mixed-use development

Thailand: Bank - Loans rose 0.8% MoM at end-August

Advanced Info Service PCL: Good short to long run outlook

TH : Oil & Gas Refinery - Russia temporarily restricts diesel export

Thailand: Automotive - Gas running low for Auto stocks?

Thailand: Agro & Food - Livestock: Serious crackdown of smuggled pork imports

Thailand: Energy - Refining high season in play

TH : Global Power Synergy - Populist policies to hurt earnings

TH : Siam Wellness Group - Accelerating revenue growth in 2H23F

Thailand: Agro & Food - Sugar: Global sugar price hits 12-year high in Sep

Thailand: Retail Finance - Recovery to remain slow into 4Q23