Thai Market has been holding up well, even as the currency has been rather decimated this year…surprised? Nope….public co’s here are making $ hand over fist, same story, market share goes to the big boys and they’re all listed. Though I am wondering if we may finally see a sell-off this week…when will the insurance […]

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Week 19/09- 23/09 BAF VN: has built 4 more hi-tech pig farms, expected to go into operation in 4Q2023. This business is expected to supply more than 1.5 mn pig heads in 2023 and open 1,100 meat sales points. Comment: The business model is to grow pigs, and have their own sales point. Think of […]

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