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Money and Me: Do Thai Consumer Stocks have room to run?

Money and Me: Do Thai Consumer Stocks have room to run?

Your Money with Michelle Martin · MONEY FM 89.3

August 28, 20248m 22s

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Show Notes

Could Thai consumer stocks - currently trading at more than two standard deviations from their 10 mean EV/EBITDA valuation - benefit from determined fiscal measures following the election of 37 year-old Paetongtarn Shinawatra as PM, a weak Baht, and measures to prime for a tourism boom? We find out with Nirgunan Tiruchelvam, Head of Consumer and Internet , Alethia Capital Equity Research.

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