Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
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MasterKool: Another Case Of "Dog Ate My Homework"
You would normally think that in a hot country like this, MasterKool which now derives the bulk of its revenues from mobile aircons (which it...
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Political Update: France, Member Fees, Submarines
Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much...
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Small Cap Diary: An Exotic Expansion Plan Gone Bad
For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry...
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