The Stocks to Own in Asia – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added...
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The Stocks to Own in Thailand – Vol. 44
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
645 Views
The Stocks to Own in Thailand – Vol. 43
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
510 Views
Big C Retail Pre-IPO - The Negatives - Hasn't Recovered from COVID
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note we talk about the not-so-positive aspects...
632 Views
Big C Retail Pre-IPO - The Positives - Has a Strong Presence
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the postive aspects of the...
637 Views