AGM Breadtalk: CEO Commits to Lofty 2020 Profit Target; if Achieved Stock Trades at 8x 2020 EPS
On Thursday 20th of April I attended the AGM of Breadtalk Group Ltd (BREAD SP) in Singapore. There were about +/- 100 shareholders in attendance....
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The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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Mudman: Upcoming Restaurant IPO
4-in-one restaurant play. It's probably not as compelling as the After You Pcl (AU TB) IPO we highlighted earlier last year, but this is an...
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Songkran-Themed Stocks: A Week's Countdown
Songkran, here we come! In a little over a week, Thailand will be celebrating Songkran or the Thai New Year. The holiday will last five days...
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Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
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