Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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Three Levels of Innovation in Thai Business
In Game Changer, P&G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even...
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Thai Restaurants (Part 2): Major Players
When we discussed MINT and CENTEL extensively in the past, it was in the context that they were the country's largest hotel operators, but these...
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Sector Capsule: Rtd (Ready to Drink) Tea in Thailand
RTD tea declined by 11% in off-trade volume terms and by 13% in off-trade current value terms to 479 million litres and THB16.5 billion in...
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TCC Group: The Man With the Iron Wallet
A dozen deals! In this review, we look at six listed deals and six non-listed deals that remade Charoen's TCC Group in the last five years. Known...
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