StubWorld: Intouch Gains On Possible Sale of Thaicom
This week in StubWorld ... Both Intouch Holdings (INTUCH TB) and Thaicom Pcl (THCOM TB) gain ~10% in response to rumours of a government takeout...
590 Views
StubWorld: TCL's Possible Stake in ASM, Imax Is Not The Ticket, Out of Touch Intouch
This week in StubWorld ... Asm International Nv (ASM NA) is the more interesting play should TCL Corporation's rumoured acquisition in Asm...
485 Views
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...
347 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...
210 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...
276 Views