Stock Specific: Just How Expensive Is CP ALL?
CP All PLc (CPALL TB) has been a great investment. Over the past 10 years the share price has risen at a CAGR of 34% and given a total annualised...
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A Full-Day AIS Crash Course
AIS arranged a full-day event to highlight four themes on November 18, namely: 1) its ambitious 'digital transformation' goals; 2) AIS Fiber as a...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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5 Stock Picks for Santa Trump
In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...
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