Company Visits: Pruksa's Tough Times, Indorama's Strong Operations
We met up with Indorama, the largest petrochemicals company in Thailand outside PTT Group, and Pruksa, a leader in the low-cost SDH segment that...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Snippets #30: Singha Buys Santa Fe, DTAC's Downgrade
Five recent news/development that showed up on our radar screen this month: Singha Group agrees to buy 90% of Santa Fe, one of Thailand's top...
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Major Indexes Testing Support & Vulnerable to Further Weakness
Most major indexes are currently trading at the lower end of their May trading ranges. Barring improving headlines regarding tariffs & trade or...
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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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