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...
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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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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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Rabble Rousers (Season Finale: The Sugar Water Salesman)
Tan Passakornatee is the Thailand's leading green tea tycoon. He founded Oishi, the market leader which now includes the largest Japanese...
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Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron
Today, Charoen Sirivadhanabhakdi presides over an empire with almost complete domination of Thai liquor business and is a strong number 2 in beer,...
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