Company Visits: The Best of November/December 2018
During this quarter, we visited 13 companies and have to admit the average quality has improved. Amongst these, there were four stocks that...
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Revisiting the Renewable Energy Space
We checked on two stocks today that are well-known in the renewable energy space, namely solar and wind power, to see how things were going. We may...
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Snippets #13: Dude, Where's My Inventory?
The Case of The Missing 72,000 Tons. The stock price of PTT's flagship renewable company, GGC ( A Power Update With PTT), tanked after it reported...
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The New Thai-Coons (Part 2): Class of 2017
The industrialists are usually shy and sit at the back of the room. That's how we found two new manufacturers and a doctor almost at the back of...
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Gone With the Wind: Wind Farms Facing Headwinds
Gone With the Wind. We’ve always been bearish on the overall wind farm industry, and there are a few names in this renewable energy space, all of...
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