Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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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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Wickhams Hill Research | Under-The-Radar Issue 8
Philippine airport service provider MacroAsia (MAC PM) is added to our list of Fallen Angels as the associated LT Group (LTG PM)...
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MACO (MACO TB): Outdoor Media Going Strong
Sales on an upcycle trend, good gross margin, and share price is less volatile relative to its sector The company has about 35% of all outdoor...
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Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
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