Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
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IPO Radar: Praram 9, a Hospital on One of Bangkok's Busiest Roads
As the name suggests, Praram 9 Hospital PCL (PR9 TB) is located on Rama 9 Road, one of Bangkok's busiest. Like the earlier Dohome PCL (DO TB) IPO...
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On the Ground Observations at BCH
We spent three days at BCH (Bangkok Chain Hospital)'s Kasemraj Bangkhae branch while waiting for my mom to recover and share some of our...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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Sathorn Series C: Revisiting Thai Insurance
Since the last Clash of the Titans between TMB and SCB over FWD ( TMB Vs SCB: Bancassurance Ain’t Big Enough for the Two of Us!), we haven't spoken...
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