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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5 Stock Picks for Santa Trump
In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...
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November & Beyond (Part 2): Party Time for the Deal Makers
In this review, we explore existing major deals of 2016 and potential deals in the future as well as highlight the nation-shocking scandal around...
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Some (Red) Lobster to Go with that Tuna?
The Deal: Tuna & Lobster. Yesterday, Thai Union, the world's largest seafood company which we first profiled in Food Fight: CPF Vs TU ,...
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Takeover Kingpins of Thailand
Compared to the peak in 2013, deal flow has been slow in Thailand this year. Apart from the blockbuster takeover of Big C by Berli Jucker (BJC),...
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