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...
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Precision Auto Parts: Bulls Vs Bears
Personally, I'm a guy who love debates. Not surprising for someone who was Vice-Chairman of a debating-themed club back in college. Unfortunately,...
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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...
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Autos & Electrons: The Slow Road to Recovery
In this review, we look at two of Thailand's key industrial export sectors (automobiles and electronics). While net exports continue to drop 2%,...
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