Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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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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Thai-Coons Ep. 9: Beating Goldman Sachs
Coup'la years ago, the Goldman Sachs, the mightiest firm on Wall Street which already had a stake in Four Seasons, tried to buy the Regent in...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry
The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community...
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