Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
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The Little League (Season Premiere): House of Green
In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in...
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Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Three of a Kind: Jeans, Glasses, and Cameras
What do these three items have in common? Nothing, apart from the fact that we met three small cap Thai companies who sell them on the exact same...
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DTAC & Jaymart: Rise of the Pikachu
Operators are the prime beneficiaries of the Pokemon Go craze that hit Thailand, though we suspect DTAC may benefit more than True Corp given its...
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