ENTITY
Master Ad PCL

Master Ad PCL (MACO TB)

18
Analysis
Consumer DiscretionaryThailand
Master Ad Public Company Limited provides advertising services. The Company specializes in outdoor advertising through billboards, signs and displays.
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17 Jan 2017 17:35

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...

18 Dec 2016 22:53

Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?

The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...

01 Dec 2016 00:16

BTS: All Engines Firing

We met up with BTS management today and saw that things are clearly picking up in virtually all aspects of the business. Some key points we noted...

bearishMacroeconomics
19 Nov 2016 14:50

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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09 Nov 2016 10:22

Wave or Waive?

In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...

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