The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Reality Check XXV: How Much Upside Is Cambodia Worth to CP All?
CP All recently secured rights to expand into Cambodia. In this Reality Check, we dig a little deeper into what it is potentially worth to the...
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Shandong Fengxiang IPO Trading - Lack of Over-Allocation Won't Help Post Deal Performance
Shandong Fengxiang (9977 HK) (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, raised US$150m in its Hong Kong...
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Shandong Fengxiang IPO - Looks Cheap but Is at Peak Margins
Shandong Fengxiang (9977 HK) Shandong Fengxian (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, is looking...
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Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
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