Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
402 Views
Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
2.6k Views
Intouch - Stretched Parenting?
Intouch Holdings Pcl (INTUCH TB)’s discount to NAV has widened to 15.8% against its 12-month average of 15%.The “stub” assets are about as...
196 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
Silicon Stories#3: Mapping the World
An Ancient Quest. The ability to map the world accurately brings location-based technology to new levels. With GPS systems and Google Earth, we are...
395 Views