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Robinson Department Stores Pruksa Real Estate
Robinson Department Stores (ROBI.BK/ROBINS TB)*: Still growing We expect ROBINS to deliver core earnings growth of 23% YoY for 2011, with largely flat earnings forecasted for 4Q11 despite the impact…
KUNNA : new-concept healthy snacks to the market.
It is with the passion to make the snacks everyone loves whilst enjoying being healthy that KUNNA finally made a debut of new-concept healthy snacks to the market. Originated from…
Industrial estate sector: Seems more positive, but there are still concerns
Our top picks for the sector are Amata Corporation (AMAT.BK/AMATA TB) and Hemaraj Land and Development (HEMR.BK/HEMRAJ TB). Both should be key beneficiaries from relocation demand, as they were not…
New Cabinet lineup
Prime Minister Yingluck Shinawatra has removed 10 people from the Cabinet and brought in new faces including a red-shirt leader Nattawut Saikua, in another reshuffle of the Cabinet endorsed by…
Bancassurance in Europe
In most European countries, the share of banks in the distribution of both life and non-life insurance is continuing to grow: but which groups are best-placed to take advantage of…
NGV and gas prices increase
The government has raised the natural gas for vehicle (NGV) price by 50 satang per kilogram, from 8 baht 50 satang to 9 baht, beginning today. Meanwhile the PTT has…
Siam Cement Plc. (SCC.BK/SCC TB)
Siam Cement Plc. (SCC.BK/SCC TB)*: Earnings set to recover in 2012 Though we revised down our earnings forecasts for SCC in 2011 by 9% and 2012 by 11%, we anticipate…
PMU Faculty Attends International Conference on Smart Grid Communications
Al-Khobar | Kingdom of Saudi Arabia: A female faculty member from the College of Computer Engineering & Sciences in the Prince Mohammad bin Fahd University (PMU), Dr. Dilek Dustegor attended…
PTT Plc. (PTT.BK/PTT TB)*: Key takeaways from site visit
We attended PTT’s site visit on Friday and met with management to discuss its new five-year CAPEX plan and LNG business. There were no major surprises, and the key positive…
4.8% growth forecast this year
The Bank of Thailand (BoT) forecasts a brighter economy in 2012 with a 4.8% growth, remarking that government spending will remain an important factor boosting the Thai economy. Director of…
