Central Pattana - Stock Buyback Should Support Relative Performance
On 20 February, Central Pattana Pub (CPN TB) announced a share repurchase of up to 77m shares (1.7% of paid up capital) and up to THB 5bn to be...
486 Views
Central Retail Corp Trading - Robins Trading Is Not a Good Look but Passive Buying Should Help
Central Retail (CRC TB) raised about US$2.32bn at THB42 per share, just above the mid point of its IPO price range. We have covered the IPO in our...
550 Views
Central Retail IPO and Potential Changes to the SET50 Index
There has been a lot of news flow around Central Retail (192323Z TB)'s upcoming IPO which would make it the largest in Thailand. Last evening, the...
667 Views
Asset World Corporation IPO: Wrong Time & Steep Pricing
Asset World Corporation is a leading real estate business in Thailand and one of the largest real estate companies in the region. The company is...
960 Views
Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
820 Views