BTS (BTS TB): Monopoly Mass Transportation and Ads to Go Along
Sales on an upcycle trend, good payout ratio, and strong long-term sales growth relative to its sector Sole operator of Bangkok’s mass train and...
255 Views
MACO (MACO TB): It’s Not All About Online Ads Nowadays
Good growth in core profit, good price momentum, and low volatility in earnings relative to its sector The company has about 35% of all outdoor...
312 Views
BTS: All Engines Firing
We met up with BTS management today and saw that things are clearly picking up in virtually all aspects of the business. Some key points we noted...
347 Views
Wave or Waive?
In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...
484 Views
Thai-Coons (Season Finale): Two Brothers on a Flying Train
The Kanjanapat family, who go by a different Chinese name in HK, have built two distinct empires. Elder brother Anand, who claims to have failed...
379 Views