Revisiting Thai Media...The Three Musketeers
Time for Rotation Yo! We hold all three stocks in this table and monitor them regularly yo. At this point, we recommend doubling down on BEC and...
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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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Wave or Waive?
In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...
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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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