The Little League (Ep. 4): Tales from the Kitchen
Regional Restaurants. Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than...
331 Views
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...
696 Views
After You: Interesting IPO
MCorp Review doesn't normally talk about IPOs, but this one is a little different. It's gonna be a bit hard to participate in it unless you are a...
358 Views
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...
383 Views
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...
239 Views