SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Banpu & Erawan: Tough Quarter for Mitr Phol Group
The Mitr Phol Group is Thailand's biggest sugar tycoon and 25th richest family according to Forbes. Today, we met two of their most prominent...
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StubWorld: Genting, PTT, Takara
This week in StubWorld ... Genting Bhd (GENT MK)is trading at a one-year low discount to NAV as concerns linger on the timing of the planned...
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Banpu Diversifies Into Green Energy
Banpu is arguably one of our worst investments ever. The company has lost 70% of its market cap since the highs, and we're glad to get out. These...
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BANPU: On Track to Become a Diversified Energy Player
Strong net profit momentum, sales on an upcycle trend, and lowvolatility in sales relative to its sector Executing on its strategy to go from a...
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