Snippets#2: Most Profitable Bank's Best Year
Record profit for SCB. SCB likes to advertise itself as Thailand's first bank. Actually, it's not. That honor goes to HSBC, but at a century old,...
201 Views
Snippets#1: Chickens Invade Poland!!
Introducing Snippets.Snippets is a new product from MCorp Review with no expiry date. The idea is to update you on 3-5 events per snippet, when...
240 Views
2016 – a Solid Year for STI Consumer Stocks
In 2016, Singapore’s Consumer Staples Sector surged 25.8% on a capitalisation-weighted total return basis. There was a degree of consistency in...
2k Views
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...
684 Views
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...
370 Views