Dairy Farm International Holdings: Anticipation of a Margin Turnaround Reflects in the Stock Rally
A pioneer of modern retail in Asia. A play on consumption and consumer confidence across Asian markets. A stellar acquisition-led growth record....
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A Primer on Thai Franchising: Structure, Roles, & Pitfalls
Twelve Things to Look at in Thai Franchising. In this review, we will refer to CP All several times due to the information available about their...
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Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)
The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and...
251 Views
Sathorn Series G: SCB on Bonds
We attended a series of lectures by an SCB executive Danai Aroonkittichai recently, and while we're not bond gurus ourselves, it's interesting to...
111 Views
CPALL (CPALL TB): Aggressive Store Expansion to Drive Growth
High earnings quality, relatively strong analyst recommendation, and low downside risk relative to its sector Aggressive store expansion should...
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