S: Outshines Thai Property Peers on High Recurring Profit
We initiate coverage of S with a BUY rating, based on a target price of Bt4.2 derived from a sum-of-the-parts (SOTP) methodology and implying...
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GOLD: FY4Q18 Grew Both YoY and QoQ, with Upside from Sale of FYI CENTER to GVREIT
GOLD reported FY4Q18 net profit of Bt525m (+6%YoY, +4.3%QoQ). The FY18 result was in line with our forecast. FY18 net profit grows 93%YoY to...
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Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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Three Levels of Innovation in Thai Business
In Game Changer, P&G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even...
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