StubWorld: 2019, In Charts
A double-dose of StubWorld this week, in one insight, as I summarise the performance of a basket of Holdcos year-to-date; and a quick summary of...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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StubWorld: Ch Karnchang Tanks On Backlogs And An Eight-Minute Ruling
This week in StubWorld ... An all-time low implied stub corresponds with Ch. Karnchang Public (CK TB)'s record low order book. Preceding my...
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Italian-Thai's Black Leopard Trap
Last week, Premchai Karnasutra, the tycoon who controls Thailand's largest contractor by backlog, was caught by rangers in a forest. While...
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CK (CK TB): Thai Contractor Gains from Mass Transit and Utilities
Solid and strong long-term earnings growth and high level of cash sales relative to its sector Future growth secured by CK’s 28 ongoing projects...
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