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Siam Wellness Group (SPA TB)
Watchlist
41
Analysis
Consumer Discretionary
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Thailand
Siam Wellness Group Public Company Limited owns and operates spa and wellness centers. The Company also provides management and consulting services.
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bullish
•
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
799 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
757 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
687 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
373 Views
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bullish
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Thematic (Sector/Industry)
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01 Oct 2016 18:27
American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
Athaporn Arayasantiparb, CFA
231 Views
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