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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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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TWPC: Our Foray into Noodles Vs Soft Commodities
We looked at soft commodities plays such as sugar and rubber but could not find any rice-based stocks, so we examined two noodle makers instead....
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