Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?
In this review, we look at two recent positive catalysts (TKS' linerless label technology and B Grimm's Bt5.6/kWh adder) and CENTEL's...
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KFC Thailand: Thai Bev Puts CENTEL Down for the Count
Yesterday, Yum! Brands announced that it would sell the 240 KFC stores it currently runs to Thai Beverage, the liquor conglomerate owned by...
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Two of a Kind: Gloomy Hotel, Bright Contractor
An Intro. We met a hotel operator CENTEL and contractor CNT (Christiani Nielsen). We think CNT looks better than CENTEL yo. Like they say, when it...
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Mudman: Upcoming Restaurant IPO
4-in-one restaurant play. It's probably not as compelling as the After You Pcl (AU TB) IPO we highlighted earlier last year, but this is an...
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Snippets#6: CENTEL's KFC Bid, Trump's Flabby Dollar$
CENTEL could bid for KFC Franchises in Thailand, as Yum! Brands appears on the verge of selling some 244 stores it operates directly in the...
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