A Power Update With PTT
Intro. For most investors, the power business in PTT Group is an afterthought. PTT has gigantic companies in upstream oil & gas (PTTEP),...
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This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
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Big Brother (Season Premiere): Empire of Oil
Government owned or quasi-state entities control a huge swathe of Thai corporate interest. In this review, we highlight PTT Group, the country's...
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Banpu Power IPO: Stable Income Streams, Moderate Growth, but Fair Valuation
Banpu Power PCL (BPP TB), the utility subsidiary of Banpu Public Co Ltd (BANPU TB), is currently raising US$330-390m to pay down debt and fund...
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Silicon September 1.0: Ride Hailing and Autonomous Driving
With our new 5-part Silicon September series, we explore five of the newest technology trends sweeping through the globe starting with ride hailing...
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