Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
673 Views
Political Update: France, Member Fees, Submarines
Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much...
335 Views
MasterKool: Another Case Of "Dog Ate My Homework"
You would normally think that in a hot country like this, MasterKool which now derives the bulk of its revenues from mobile aircons (which it...
327 Views
Small Cap Diary: An Exotic Expansion Plan Gone Bad
For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry...
445 Views