UOB (Part 2):The Next Frontier
After the third generation (Ee) control the banking and securities business, the future generation (Teng) have branched out in restaurants (Lo...
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Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Beauty Community: Huge Momentum in Thailand and Appealing to Chinese Tourists
The Thai cosmetics company has gotten the local population hooked on to its mass market products and is increasingly appealing to the Chinese...
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