Dairy Farm International Holdings: Anticipation of a Margin Turnaround Reflects in the Stock Rally
A pioneer of modern retail in Asia. A play on consumption and consumer confidence across Asian markets. A stellar acquisition-led growth record....
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A Primer on Thai Franchising: Structure, Roles, & Pitfalls
Twelve Things to Look at in Thai Franchising. In this review, we will refer to CP All several times due to the information available about their...
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Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)
The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and...
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Sathorn Series G: SCB on Bonds
We attended a series of lectures by an SCB executive Danai Aroonkittichai recently, and while we're not bond gurus ourselves, it's interesting to...
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CPALL (CPALL TB): Aggressive Store Expansion to Drive Growth
High earnings quality, relatively strong analyst recommendation, and low downside risk relative to its sector Aggressive store expansion should...
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