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A new era: a departure from the past three decades.SCGP and its paper cartel have experienced a decline in their dominant position within the domestic market, where they previously maintained a strong monopoly and significant control. Historically, the paper packaging industry in Thailand has been recognized as one of the most expensive globally, largely due to the stringent control exerted by SCGP and its cartel over the pulp and paper supply chain, particularly in the corrugated box segment. The recent policy decision by the Thai government to exempt taxes on Chinese imports has introduced unprecedented challenges across various industries, with the paper sector being no exception. This shift has effectively dismantled the barriers that once protected the local market, leaving it vulnerable to formidable competition, which outmatches the domestic capabilities by a significant margin. This is also relevant to other ASEAN markets, such as Vietnam and Indonesia, where it lacks the advantageous positions in capital and regulatory support. Looking ahead, SCGP and the broader Thai paper industry will be compelled to pivot towards innovation and substantial research and development efforts to remain competitive against the influx of more affordable and technologically advanced Chinese products. Regrettably, SCGP's strategy of diversification and international expansion has led to the dilution of its resources, including both human and financial capital, rendering it a generalist in a landscape that increasingly demands specialization. This strategic spread has left the company vulnerable to multifaceted competition. Whether it could turn itself into a technology-first innovative organization is yet to be seen, but, in my humble opinion, unlikely. The relentless drive of Chinese competitors to leverage their extensive industrial capacity in the ASEAN region poses a significant threat, undermining smaller entities and eroding the profit margins of larger firms, all while often neglecting considerations of sustainability and principles. With the expansive reach of the One Belt, One Road initiative extending from Myanmar, Thailand, Laos, and Cambodia, and spanning from the Indian Ocean to the South China Sea, ASEAN is poised to transition into a new era under China's influence and control. The implications of this shift are likely to be seen and felt on a global scale.
SET:SCGPShort
by terrabangkok
KumoCross entry trade setupEntry condition is ok, but filter by set still not accepted. If wanna try, please do not ignore acceptable risk. And always put your appropriate stoploss. Universe : Nasdaq100 Direction : Long only Strategy : KumoCross / Ichimoku Timeframe : Day Entry condition : Closing over current Kumo + Closing over Tenkan + Tenkan over Kijun + Future Kumo with Green + Trade value > avg tv 50 days + Chikou over price -26 days Trade risk : 100 USD Protective stop : closing - 2ATR(14) Plan exit : close under Kumo
SET:PRMLong
by PPNTradingView
1
PTTGC | Wave Projection | Complex Inversed Head&ShouldersPrice action and chart pattern trading setup > Global pattern bullish complex inversed head & shoulders pattern breakout > Local bull flag breakout EMA200 dynamic resistance with strong bullish candle - a possible ABC bullish wave targeting new wave 1 > Support pullback entry level : EMA200 zone > Target 2X bull flag pattern @ 0.786 - 1.272 fibonanci extension +15% upside > Stoploss @ lower bull flag support B wave zone -7% > Risk reward ratio: 2:1 Always trade with affordable risk and respect your stoploss
SET:PTTGCLong
by dukeposh
KSL | Wave Projection | Triangle ABCDE Wave SetupPrice action and chart pattern trading setup > A possible uptrend scenario with ABCDE symmetrical triangle major wave 4 ending E - wave position, just above SMMA200/100/50 week making its way up to the triangle resistance wave D. > Target: Wave projection target breakout triangle resistance from position E-wave as TP1 +30% upside > Stoploss: E-Wave position -8% - 10% > Risk reward ratio: 3:1 Indicator: > RSI weekly: bullish signal crossed up MA line above 50. > MACD weekly: golden crossing signal line slightly below zero. Company financial with ongoing outstanding performance +YOY and +QOQ for 3 consecutive years and quarters.
SET:KSLLong
by dukeposh
GPSC We can see that GPSC is correlated with US10Y. . US10Y is at a peak level of 5.00% , And with a possible of retracement to 50% Equilibrium of the highest and the lowest of US10Y which is at 2.680% (as of1 Aug 22) . With this information we can target GPSC at the same level of 1 Aug 22 which is 71 Baht. . Entry around this level will possibly gain around 65%. . . . . 🧅Disclaimer :There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. This is Not Financial Advice 🧅JUST AN OPINION OF THE ONION.🧅
SET:GPSCLong
by MLGONION