Keeping Intouch
Intouch Holdings Pcl (INTUCH TB)'s discount to NAV is at a 12-month low while the Intouch/ Advanced Info Service Pcl (ADVANC TB) ratio is nudging...
220 Views
StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
285 Views
Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
227 Views
Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
293 Views
Reality Check X: What Does the IPhone 8 Launch Mean for Thai Operators?
iPhone 8 debuts in Thailand on November 3 (initial unsubsidized prices at Bt33k or around US$1,000), while the iPhone X will launch here on...
138 Views