BTS (BTS TB): Monopoly Mass Transportation and Ads to Go Along
Sales on an upcycle trend, good payout ratio, and strong long-term sales growth relative to its sector Sole operator of Bangkok’s mass train and...
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Notable Thai Deals for H1'18
Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...
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RATCH: Electricity Generator Continues to Expand
Good growth in core profit, good price momentum, and moreattractive to analysts relative to its sector Four new projects to increase RATCH’s...
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The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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BTS Group: Positioning For Growth
The Big Picture. It’s easy to focus on the negatives and say that BTS’s earnings halved from Bt4.1bn in 2015 to Bt2bn in 2016, but the consolidated...
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