Revisiting Jaymart
In the previous (forked) review, we first introduced Jaymart. Since then, a lot has happened. We sold Jaymart for a healthy profit at around...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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Thailand Mourns Fallen King, Healing Will Take Some Time
His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...
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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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