Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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Rabble Rousers (Ep. 4): The Best Show in Town
VichaPoolvaraluck comes from a second generation cinema operating family with links to EGV and McKenna, but it was his Major Cineplex that really...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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BEC World: Resurgent TV Giant
BEC World has lost one third of its market value this year, and the Street is pushing for the stock to fall further by another 4% to Bt23...
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