McJeans & GFPT: Can It Get Any Worse?
We met up with two very different small-cap companies in the recent weeks, and here's a quick rundown: McJean's earnings collapsed 38% on the back...
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Company Visits: Carabao, McJeans, & Phol Dhanaya
We visited Carabao, the second largest energy drinks company in the domestic market after Osotspa's M100 ( IPO Radar: Osothspa, The Thai Energy...
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Maplecroft on Labor & Robotics
A recent report by Verisk Maplecroft has some pretty grim conclusions for labor markets in Asia. It's pretty long reading, but they highlight the...
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Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
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Thai Retailing: 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
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