GOLD: Determined Plan to Reach Top Five in Thai Property
We initiate coverage on GOLD with a BUY rating, based on a target price of Bt18 and derived from the 20xPE’18E of World Real Estate sector. The...
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Reality Check III: Is This Time to Sell Thai Property?
In this issue of Reality Check, we examine the various drivers of Thai property and understand that rising supply (or oversupply?), interest rates,...
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Thai-Coons Ep. 8: Thaksin...Business Genius or Political Provacateur?
Thaksin Shinawatra, born the son of a coffee guy up in Chiangmai and stepson of a silk tycoon, grew up to be the most famous citizen...and now...
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Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry
The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community...
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SC Asset: Land for the Rich
We introduce the last of our top picks, SC Asset, which we believe could rise over 40% to Bt5 within this year given the dynamics of strong growth,...
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