บทวิเคราะห์ (Research)

TKN : Focusing on international markets The tone was neutral at the analyst briefing. The management aims to increase sales from the US by penetrating Walmart and Kroger chains. However, this good news is offset by lingering pressure from high seaweed prices (33% of COGS) which have risen 50% YTD. We maintain our earnings forecasts, NEUTRAL rating, and Bt10.30 TP.