RATCH: Electricity Generator Continues to Expand
Good growth in core profit, good price momentum, and moreattractive to analysts relative to its sector Four new projects to increase RATCH’s...
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The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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BTS Group: Positioning For Growth
The Big Picture. It’s easy to focus on the negatives and say that BTS’s earnings halved from Bt4.1bn in 2015 to Bt2bn in 2016, but the consolidated...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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The CIO's Corner: Iran Sanctions, Eurozone Breakdown, and Importers
In this review, we add PTT and Thai Union to our list of top picks. Energy prices are likely set to rise with renewed Iran sanctions, and a third...
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