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: Downtrend dominates
Market commentary: Confirmation of the downtrend
Retail – Note – [NONRATED] – A run-up for the peak sales season
Quant Note – 3Q24 wrap-up: On right track
HDG – Brief – [NONRATED] – Energy supported growth trend while awaiting Charm Villas phase 3
Derivatives: Volume increase
Market commentary: Recovery effort
