Four Case Studies in Innovation 'Failures'
AG Lafley's Game Changer is both a roadmap and a cautionary tale. Many companies, such as P&G itself, Apple, Microsoft, and McDonald's, have...
358 Views
Keeping Intouch
Intouch Holdings Pcl (INTUCH TB)'s discount to NAV is at a 12-month low while the Intouch/ Advanced Info Service Pcl (ADVANC TB) ratio is nudging...
219 Views
StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
285 Views
South Series (Part 4): Kra Canal, A Chinese Suez Smacked Two Days North of Singapore?!
This is something of a collaborative piece between MCorp Review and Victor Wai, CFA, a Drewry ports specialist who flew into Bangkok to discuss...
240 Views
Potential Upside from License Fee Reduction
In early September, the regulator NBTC agreed to reduce license fees for large operators (revenue > Bt5bn) from 1.3% to 1%. This basically...
196 Views