JMART: Mobile Phones, Cameras, and Debt Collection
Good price momentum, cheap on a gross profit basis, and earnings onan upcycle trend relative to its sector Debt collection subsidiaries Jmt...
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Revisiting Jaymart
In the previous (forked) review, we first introduced Jaymart. Since then, a lot has happened. We sold Jaymart for a healthy profit at around...
688 Views
The Little League (Season Premiere): House of Green
In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in...
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Three of a Kind: Jeans, Glasses, and Cameras
What do these three items have in common? Nothing, apart from the fact that we met three small cap Thai companies who sell them on the exact same...
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DTAC & Jaymart: Rise of the Pikachu
Operators are the prime beneficiaries of the Pokemon Go craze that hit Thailand, though we suspect DTAC may benefit more than True Corp given its...
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