Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
756 Views
Big Brother (Season Premiere): Empire of Oil
Government owned or quasi-state entities control a huge swathe of Thai corporate interest. In this review, we highlight PTT Group, the country's...
284 Views
Playing the OPEC Deal
Oil prices have had a jittery week after the shock of the US elections leading to a dollar resurgence and abject confusion over the impact on the...
692 Views
Energy the Strongest Sector in October on Oil & Coal Price Swings
Singapore’s Energy Sector was the strongest of Singapore’s stock Sectors in October, with a 10.4% market capitalisation weighted total return on...
503 Views
Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
367 Views