Retail Stocks Rally on End of Economic Stimulus Measures

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Summary · why it matters

Retail stocks rose, led by BJC, which gained 3.03% to 17.00 baht, while CPAXT and CPALL advanced 1.37% and 1.09%, respectively. This follows broker expectations that the end of the government's economic stimulus program in September will help reduce spending distortions and support a return to positive same-store sales growth (SSSG). Tisco Securities noted that August SSSG for the retail group declined 0.6% from June, but BJC was the only one to report positive SSSG, beating expectations. Meanwhile, CPALL remains a standout due to the tourism recovery and ready-to-eat food, while CPAXT still faces pressure from the stimulus program. We expect September trends to be similar to August, as the stimulus program continues to affect consumer spending patterns for the remainder of the measure.

Impact on assets 3

Consumer Staples± Mixed · 2 stocks
Berli Jucker PCL
BJC
▲ PositiveDemandrelevance

BJC reported positive SSSG beating expectations, benefiting from reduced spending distortions after stimulus ends.

Digital Finance & Tokenization▲ · 1 stocks
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