SPINOFF: Three Announced but Unconfirmed HK Spinoffs: Legend, Kerry Logistics, Tianneng Power
Legend Holdings Corp H (3396 HK), Kerry Logistics Network (636 HK) and Tianneng Power Intl (819 HK) have made announcements they intend to spin-off...
721 Views
MINT's First Post-Acquisition Update
We caught up with MINT and Bangkok Dec-Con today. Some highlights from the meeting: MINT has gained international presence following the...
316 Views
Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
725 Views
Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
583 Views
Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
626 Views