Retail – Note – [NONRATED] – A run-up for the peak sales season
Despite the Yagi Typhoon impacts, we saw a continuing recovery of listed retailers/distributors in 3Q24. In 4Q24F, we believe that consumer spending would be stronger because of (1) the recovery of the economy and (2) the year-end sales seasons with the occurrence of Black Friday and Christmas events.
Featured Analysis
Derivatives: Uptrend sustained
Fund flow: The outflow trend has cooled
Derivatives: Breaking through previous peak
Market commentary: Foreign investors strongly return to net buying
SBV returns to net injection as interbank rates surge
Derivatives: Breakout signal
Market commentary: Late-session buying interest
