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Sabina PCL (SABINA TB)
Watchlist
35
Analysis
Consumer Discretionary
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Thailand
Sabina PCL manufactures women's underwear. The Company produces panties, brassieres, and lingerie.
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bearish
•
Thematic (Sector/Industry)
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02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.5k Views
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bullish
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Thematic (Sector/Industry)
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31 Jan 2017 11:39
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
Athaporn Arayasantiparb, CFA
802 Views
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bullish
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Thematic (Sector/Industry)
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17 Jan 2017 17:35
Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
Athaporn Arayasantiparb, CFA
758 Views
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bearish
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Thematic (Sector/Industry)
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18 Dec 2016 22:53
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...
Athaporn Arayasantiparb, CFA
690 Views
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bearish
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Macroeconomics
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19 Nov 2016 14:50
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...
Stewart Paterson
377 Views
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