Bumrungrad: Bangkok Dusit's Poor Diagnosis
Bangkok Dusit Med Service (BDMS TB) has made a Conditional Voluntary Tender Offer (CVTO) for 24.99% held Bumrungrad Hospital Pub Co (BH TB) at...
434 Views
Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
321 Views
Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
349 Views
Jinxin Fertility Group: First-Day Trading Thoughts
Corrigenda: There is an error in this insight. Please note the correction below. Correction: In the last line of the first paragraph below, "......
521 Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
545 Views