Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
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MEGA: Catering to an Aging Population
Cheap on a gross profit basis, low price volatility versus the market and good growth in core profit relative to its sector Its JV with Malee...
193 Views
Business DNA: Building a Global Mega Brand
The future of Mega Lifesciences – Through Mega’s Wellness We Care Center and We Care range of foods, the company has started a new segment which...
177 Views
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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Thai Healthcare: A Sector of Extremes
Thai mainstream hospital chains are all priced at over 35x PE each. On a relative basis, we believe market leader BDMS has the best relative value,...
316 Views