Thai Movie Line-Up in H2'17
An Introduction. In Thailand, when we talk about movies, Major Cineplex Group Pcl (MAJOR TB) is pretty much the only game in town ( Rabble Rousers...
467 Views
Revisiting Thai Media: Stronger than Initially Expected
The Quickie View. With the exception of BEC World, most of the Thai media stocks appear to be a little stretched in terms of valuations....
449 Views
Snippets#3: Thailand's New Debt Crisis? Hmm...Maybe Not
Five defaults in a row. B/Es of Bills of Exchanges are common debt instruments issued by smaller companies who may not have good access to bank...
446 Views
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...
391 Views
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...
367 Views