Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Snippets #43: Wutthisak Clinic Bankruptcy, Supalai Goes Down Under
Five recent interesting trends/news that could influence Thai equities/markets include: Wutthisak Clinic files for bankruptcy. Once one of...
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Small Cap Diary: Flickering Light by the Sick Bay
Dear Diary,We haven't talked much on healthcare since August on Friday the 13th, so it's pretty cool to meet up with this tiny hospital operator....
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