Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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StubWorld: Higher Duties Target Genting; Intouch Recovers; IMAX Retraces (Rightfully)
This week in StubWorld ... Genting Bhd (GENT MK)'s Malaysian ops are in the cross-hairs after the Budget 2019 flags increasing the casino duty to...
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DTAC 3Q Result: No Recovery Yet. Spectrum Issue Now Solved, but Leverage Is Rising.
The (now) smallest of the three Thai operators, DTAC (DTAC TB) reported 3Q18 results this week. Things have been tough for DTAC recently with much...
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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...
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