Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
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IPO Radar: Asset World Corporation (Part 2) - Valuation and Risks
For Thailand's potentially biggest IPO this year, relative valuation is less applicable than sum-of-parts, since multiples in hotel sector is many...
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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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