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Thiensurat Pcl (TSR TB)
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6
Analysis
Consumer Discretionary
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Thailand
Thiensurat PCL manufactures water purification systems for home and industrial use.
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bullish
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Thematic (Sector/Industry)
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02 Apr 2018 17:04
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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210 Views
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bearish
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Phol Dhanya PCL
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29 Mar 2018 04:21
Apocalypse Investing Part 2: Fires, Pollution , and Riots
Coincidentally, we met two companies that might come in handy when things get bad. If there's more water pollution and heat (it's 37 celcius now...
Athaporn Arayasantiparb, CFA
149 Views
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bearish
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Thematic (Sector/Industry)
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02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.5k Views
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bullish
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Thematic (Sector/Industry)
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31 Jan 2017 11:39
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
Athaporn Arayasantiparb, CFA
802 Views
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bullish
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Thematic (Sector/Industry)
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17 Jan 2017 17:35
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...
Athaporn Arayasantiparb, CFA
758 Views
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