Big Cap Tactical Picks
We recommend selling AAV as the stock has fallen out of our top rankings (return: -2.91%). We add TU to the portfolio due to increasingly...
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Today's Dominant Ideas
The SET Index is expected to rebound on light volume, with the resistance at 1,580/1,588 points and the support at 1,566/1,550 points. We...
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Snippets #32: MINOR Acquires Bonchon, ThaiBev's New Listing
Five interesting news or developments on our radar screen include: Minor acquires Bonchon, the most famous Korean fried chicken chain in Thailand,...
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Snippets #20: Dark Clouds in Thai Equities
Of the five interesting trends/events/developments we heard this month, we highlighted five and how they could impact Thai equities in the near...
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Snippets #19: Marijuana, Mergers, and More
Five interesting trends/developments that could impact Thai equities in the recent period: Legalization of medicinal marijuana. Thailand legalized...
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