Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
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Energy Watch: Siam Gas and Gripes on the Glow Deal!
We met up with Siam Gas, a purveyor of LPG for cooking gas and transport that boasts a Forbes 50 billionaire within its founder ranks. Since we're...
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PTT Group: GPSC-Glow Deal Update / Getting GGC Back on Track
Today, we visited GPSC, which has committed to doing the biggest deal in Thailand for 2018 with its plans to acquire Glow. In many ways, GPSC will...
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Small Cap Diary: WHAUP & AIMIRT
Today, we met up with power company Wha Utilities And Power (WHAUP TB) and the first listed REIT in Thailand called AIMIRT or AIM Industrial Growth...
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Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
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