Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Silicon Stories A: Uber's Wild Ride
At US$70bn valuation, Uber is probably the world's most valuable startup. Founded by Garett Camp (we initially thought Travis Kalanick), it was...
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Thai YouTube?
We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these...
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