Rabble Rousers (Episode 2): The Hardest Dots To Connect
The Vongkusolkij family of Mitr Phol Group boasts market leadership in not one but two very distinct industries: sugar and coal (Banpu), and have...
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Thai-Coons Ep. 9: Beating Goldman Sachs
Coup'la years ago, the Goldman Sachs, the mightiest firm on Wall Street which already had a stake in Four Seasons, tried to buy the Regent in...
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Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry
The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community...
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Erawan: Low-Cost Hotel Champion
We recently took gains on Minor and bought a stake in Erawan, our new top pick in the hotel sector. Unlike the two larger hotel groups, Erawan is...
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