Erawan: Ahead of the Pack
The outlook remains similar to what we saw in our previous visit. Erawan continues to trounce its two larger competitors, Minor and CENTEL, on...
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Breadtalk FY17 Results Confirm Margin Improvement Story Continues; More Dividends While You Wait
Breadtalk Group Ltd (BREAD SP) announced full-year 2017 figures which showed a slightly declining top line as the company is consolidating...
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Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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Big C: Live, Die, Re-List?
The TCC Group of Thailand's second richest man ( Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron) did a few TV interviews highlighting its...
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HHII: The Handy Holiday Investing Index from MCorp Yo!
OK, so New Year approaches, but every year is basically going to be the same as the last. As the Dog replaces the Rooster in 2018, there's no...
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