Turnarounds:Â Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
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BEC's Comeback: Hollywood Frenemies?
Renaissance Ahead? We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good...
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Revisiting Thai Media...The Three Musketeers
Time for Rotation Yo! We hold all three stocks in this table and monitor them regularly yo. At this point, we recommend doubling down on BEC and...
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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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