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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Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
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Snippets #18: Naughty CEOs, Southern Crusades
In this review, we highlight five new unrelated developments that might impact the Thai stock market if you happen to hold the affected...
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Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
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Thai Macro Watch (June 18): North Korean Long Shots in the Thai Market
With all the warm fuzzy feeling emanating from Singapore between the two former archenemies (Trump and Kim), news reports are flying around in the...
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