ENTITY
BEC World Public

BEC World Public (BEC TB)

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Analysis
Consumer DiscretionaryThailand
BEC World Public Company Limited is diversified media holding company. The Company is involved in broadcasting and media businesses, including television and radio broadcasting and news media; Programme Sourcing-Production, Distribution and Extended and Supporting Businesses, including producing shows and music and marketing activities.
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bearishMacroeconomics
19 Nov 2016 14:50

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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09 Nov 2016 10:22

Wave or Waive?

In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...

01 Oct 2016 18:27

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...

10 Aug 2016 09:16

BEC World: Resurgent TV Giant

BEC World has lost one third of its market value this year, and the Street is pushing for the stock to fall further by another 4% to Bt23...

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