GOLD: Determined Plan to Reach Top Five in Thai Property
We initiate coverage on GOLD with a BUY rating, based on a target price of Bt18 and derived from the 20xPE’18E of World Real Estate sector. The...
362 Views
StubWorld - Set-Up/Unwind Extremes: JAPEX, Wheelock, Jardines (31 Aug 2017)
This week I briefly look at recent bifurcations in Japan Petroleum Exploration (1662 JP), Wheelock & Co Ltd (20 HK) and Jardine Matheson Hldgs...
588 Views
Niche Players in Retailing and Property
Introducing the Niche. One management professor I know argued that in this world, all business strategies fall neatly into one of the three...
479 Views
Three of a Kind: Piles, Furnitures, and Lighting
Recently, we met a mixed bag of companies. Anyway, here’s some jot downs on the ideas yo. The first one we met today was a pile company called...
477 Views
The Little League (Season Finale): The Nelson to Kanjanapat's Napoleon
Of the three property tycoons, the Asavabhokin of Land & House Group may not be the richest, though many argue they are most influential. Their...
540 Views