Overall, Thailand appears moderately attractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk (FVMR). GDP growth in Thailand is moderate, driven by investments and private consumption.
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Strong Baht thanks to current account surplus, high foreign reserves, and low inflation. A stable and strong currency is beneficial to some investors, and Thailand exports should gain from the US-China trade war but, two pillars of the Thai economy (exports and tourism) are hurt by the strong Baht. Expect the Bank of Thailand (BOT) to have to continue to lower rates.
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Chart of the Day: The level of inversion of the yield curve is one of the most powerful predictors of future economic growth, inflation, and recessions.
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MediaTek Incorporated (2454 TT): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 680 large Info Tech companies worldwide.
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A core function of sell-side analysts is to provide earnings estimates, target prices, and recommendations. Investors often rely on this information to make investment decisions. No one is always right but analysts as a group—consensus—should be quite smart.
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YiChang HEC ChangJiang Pharmaceutical Company Limited (1558 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 390 medium Health Care companies worldwide.
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Bosideng International Holdings Limited (3998 HK): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,190 large Cons. Disc. companies worldwide.
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Accton Technology Corporation (2345 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 680 large Info Tech companies worldwide.
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San Miguel Corporation (SMC PM): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 1,430 large Industrials companies worldwide.
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Thai Vegetable Oil Public Company Limited (TVOTB): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 570 large Cons. Staples companies worldwide.
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