Bittersweet for Thai F&B sector

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THAILAND’S consumer sectors are heading into a period of cautious optimism, with both retail and food and beverage (F&B) players positioned to benefit from a cocktail of government stimulus, weather-driven demand shifts and company-specific strategies. Yet, the outlook is far from uniform, and investors will need to be selective in choosing winners.

According to Maybank Investment Banking Group Research (Maybank IBG), the government’s upcoming co-payment scheme and shifting climate conditions are key variables likely to shape earnings over the next 12 to 18 months.