Uncovered Thai Stocks: HTC (2Q26)
The company is very good at generating consistently positive operating cash flow Its competitive strategy appears excellent based on the gross...
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Haad Thip (HTC TB): Monopoly Coca-Cola Bottler at 10x P/E and 7% Dividend Yield
Haad Thip (HTC TB — US$194 million) is a Coca-Cola bottler responsible for Thailand’s 14 southern provinces. It was mentioned by the Twitter...
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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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The Stocks to Own in Thailand – Vol. 31
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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