The New Thai-Coons (Class of 2018)
If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes...
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IPO Stalker: PORT, The Merchant of Venice (Of the East)
To be fair, this may not be proper stalking, because we never really looked at PORT (Saha Thai Terminal) prior to their IPO, but we learnt that...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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TTA: Turning Ships and Baking Pizza
Solid short-term earnings momentum, slow asset growth, and shareprice is less volatile relative to its sector The acquisition of Pizza Hut’s Thai...
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TTA's Next Act: BDI Recovery...Pizza Hut?
We have profiled and discussed Thoresen Thai or TTA many times by now. Founded more than a century ago by Danish shippers (I’m guessing the founder...
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