IPO Radar: A New Asian Series TV Content Provider Emerges
JKN (Jakrapong Networks) will probably IPO sometime this year. While there is limited info at this stage, we did a couple of back-of-the-envelope...
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Thai Media Spotlight: A Softer Q3'17
Q3 is traditionally a soft earnings period for Thai media companies. For cinema operators like Major and SF, the rainy season actually means that...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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Surya Citra Media: Valuation Getting Ahead of Fundamentals Despite Rosier Outlook
Surya Citra Media Pt Tbk (SCMA IJ) guides for strong 2017 (10% growth at top line, 20-25% at EBITDA). Digital TV migration is a longer term risk...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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