Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain
In recent weeks, we found these five domestic news/developments to be influential to the Thai markets. AIS agrees to pay TOT a whopping...
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StubWorld: Ch Karnchang Tanks On Backlogs And An Eight-Minute Ruling
This week in StubWorld ... An all-time low implied stub corresponds with Ch. Karnchang Public (CK TB)'s record low order book. Preceding my...
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Snippets #25: Ride Hailing Wars, Jasmine on The Block?
Five interesting news flow/trend developments in corporate Thailand recently. Here goes: SCB-GoJek alliance. Hot on the heels of KBANK's...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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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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