BTS Group Warrants: Still A Pleasant Arb
In November of 2018, Thai conglomerate BTS Group Holdings (BTS TB) issued 1 warrant for every nine shares held, for a total of 1,315,710,907...
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SPINOFF: Three Announced but Unconfirmed HK Spinoffs: Legend, Kerry Logistics, Tianneng Power
Legend Holdings Corp H (3396 HK), Kerry Logistics Network (636 HK) and Tianneng Power Intl (819 HK) have made announcements they intend to spin-off...
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MINT's First Post-Acquisition Update
We caught up with MINT and Bangkok Dec-Con today. Some highlights from the meeting: MINT has gained international presence following the...
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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 Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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