Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
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Asset World Corporation IPO: Wrong Time & Steep Pricing
Asset World Corporation is a leading real estate business in Thailand and one of the largest real estate companies in the region. The company is...
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The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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CPN: Central Group's Flagship Property Arm
Central Group's Chairman has been talking up a 12% revenue growth this year for the overall Group, citing biggest growth engines via CPN and also...
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IPO Radar: SHREIT, Charoen's Next Hotel REIT
Thailand's  second richest tycoon Charoen's next big IPO could be SHREIT, a new REIT for hotels that are based not only in Thailand but also across...
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