S: Outshines Thai Property Peers on High Recurring Profit
We initiate coverage of S with a BUY rating, based on a target price of Bt4.2 derived from a sum-of-the-parts (SOTP) methodology and implying...
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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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Catching the Thai MICE, a Billion Dollar Tourism-Linked Industry
MICE, which includes meetings, incentives, conferences, and events, is one of the highest margin service businesses in the world today catering due...
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The Best of May/June 2018
It wasn't easy selecting top picks for the latest round of company visits. Many of the companies had not been doing so well this quarter. Yet, even...
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Biggest Deal in 2018: MINT Becomes a Thai Starwood!!
MINT buys NHH! Maybe, it's the sound of B Grimm tycoon tailgating Bill Heinecke on the Thai-Coons list, or the cheap interest rates, which can only...
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