The Army-Democrat Alliance Challenges Thaksinite Hegemony
In September 2017, former Prime Minister Yingluck Shinawatra, titular architect of the rice pledge policy and first-time car buyers' program, fled...
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B.Grimm Power IPO: Quality Name but Upside Capped by Leverage
Thailand-based power plant player B.Grimm Power launched book building to raise up to US$348m to fund its expansion and pay down debt. At...
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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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The Best of March Company Visits
In March and late February, MCorp Review visited almost 30 companies. Amongst the five that impressed us were TKN, Amata VN, TKS, Ananda, and...
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Amata's Mirror Image in Vietnam
In the previous (forked) review, we saw how tough the going was for Amata, the biggest industrial estate developer in Thailand, but one bright side...
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