Snippets #16: MINT's India Adventure, Consumption Stimulus Programs
In the most recent quarter, we find that this packet of five news flow/developments are the most interesting ones that don't quite merit a separate...
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Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
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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...
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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...
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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...
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