The New Abnormal (Part I): Low Energy Prices...Dude, Where's My Exit?
In this new two-part series, we examine how low oil prices and the resulting boon to consumption affects the Thai economy and markets and some...
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Asia FX Action Points
Chartonics webcast Tuesday 22 March 2016 Asia FX actionTo view click on this link: http://www.screencast.com/t/m9gF64uDp 5:15 min.We run through...
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Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
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SPRC/TOP Relative Value Trade
Ke Yan's recent nice piece on SPRC's IPO highlighted that this deal may not suit long term investors. In this quick note however I would like to...
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SPRC IPO: Cash Out by PTT. Limited Growth. Should You Be In?
Star Petroleum Refining PCL, a Thailand based refinery JV between PTT and Chevron, recently launched its IPO, in which PTT is seeking to entirely...
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