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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What's Interhide Really Hiding?
Interhide had been one of the best performing stocks in our portfolio, but it's also dropped almost 30% from a recent high of Bt12.7/sh, despite...
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The Autobot Update (September): Aapico's Indian Turnaround
Toyota hasn't sent us monthly stats in a while, so we decided to supplement the series by visiting some automaker Aapico and a maker of leather...
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Fighting Fruits & Kiosk King
Contrasting Stocks in the Portfolio. Today, we met up with fruit juice company MALEE and kiosk king Forth (or rather their subsidiary ForthSmart),...
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