Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
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Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
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Snippets #26: BTS Goes Shopping, Thai Tourism Rescue Plan
In this review, we highlight 5 recent trends/news flow that may impact Thai equities: BTS shifts into hyperactivity buying 7% of RS (cosmetics,...
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COM7 (COM7 TB): Acquisition to Support Aggressive Expansion
Improving asset turnover, good risk adjusted price momentum, and relatively strong analyst recommendations relative to its sector Larger...
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Snippets #17: PTTEP's Winner Curse, Huawei's Crisis
December turned out to be more eventful than expected. Guess not everyone is waiting peacefully at home for Santa to hop by. Here's a quick...
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