Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Silicon Stories N: Humanica and RS Tout Their Online Credentials
These stocks trade over 30x PE, but they didn't stop growing when the pandemic hit. RS pushes products with celebrity endorsement, while Humanica...
405 Views
Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
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Snippets #13: Dude, Where's My Inventory?
The Case of The Missing 72,000 Tons. The stock price of PTT's flagship renewable company, GGC ( A Power Update With PTT), tanked after it reported...
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