Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Thoresen Thai Agencies / Equity Bottom-Up

<p>We have profiled and discussed <strong>Thoresen Thai or TTA </strong>many times by now. Founded more than a century ago by Danish shippers (I’m guessing the founder was named after Thor the thunder god), it has developed into a holding company of energy, fertilizer, and even pizzas! Today, the Thai tycoons of Democrat leaning, Mahagitsiri, owns it. CEO Chalermchai is son of patriarch Prayuth (same first name as Prime Minister), who formerly served as Democrat party secretary yo. Now, the BDI seems to be on a…</p>

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 was named after Thor the thunder god), it has developed into a holding company of energy, fertilizer, and even pizzas! Today, the Thai tycoons of Democrat leaning, Mahagitsiri, owns it. CEO Chalermchai is son of patriarch Prayuth (same first name as Prime Minister), who formerly served as Democrat party secretary yo. Now, the BDI seems to be on a…

TTA's Next Act: BDI Recovery...Pizza Hut?

Thailand

Unique Mining Services Public Company Limited imports and distributes steam coal for various industries using coal for generating steam and heat.

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Unique Mining Services (UMS TB)

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...

Athaporn Arayasantiparb, CFA

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