South Series (Part 2): Here Comes The Flood
A Flood of Biblical Proportions. Southern Thailand is the region that's most prone to floods, and this year is probably worse than most. Big...
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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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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...
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Property, Portfolio, & Politics
We visited two companies today. Golden Land seemed to have pretty decent outlook, though it is more expensive than stocks we have in our portfolio...
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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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