The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
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The Seven Masters of Thai Consumer Electronics
In previous reviews, we discussed many big box retailers, but here we drill down to the guys who run shops that sell consumer electronics to the...
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Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
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PLAT: Mall Operator to Make Precious Metal from Sales and Rental Growth
We initiate coverage on PLAT with a BUY rating, based on a target price of Bt9.4 and derived from the DCF methodology (WACC 10.8% and terminal...
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Sathorn Series F: Exploring Thai Leasing
We met up these two leasing companies again, and it's pretty timely given the recent rumors about Thitikorn's rather quixotic attempt to buy BAY's...
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