The Stocks to Own in Thailand – Vol. 42
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: 7 stocks remain, 7 new join the fray.
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The Stocks to Own in ASEAN – Vol. 43
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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The Stocks to Own in Asia – Vol. 41
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: One stock remains, 13 stocks added.
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The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
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SCG Chemicals Pre-IPO -The Negatives - Recent Performance Has Been Weak
SCG Chemicals (SCGC TB) (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we will talk about the not-so-positive...
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