SISB: Resilient Business & Robust Growth Make a Defensive Play
We initiate coverage on SISB with a BUY recommendation based on a target price of Bt11.20, implying an upside of 15% from the current price. We...
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Snippets #28: BTS Opens a School, Central/GPSC Deal Updates
Five news/developments that entered our radar screen this month: BTS opens a school in joint venture with Versio. The article claims it is the...
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IPO Radar: Bangkok Aviation Center, Training Ground for Thai Pilots
We spotted an interesting new IPO story in the form of BAC, a pilot training school affiliated to Air Asia. Though quite different from Singapore...
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Company Visits: The Best of March 2019
We selectively visited a dozen companies in March and were most impressed with three of them (two of which we happily own): SISB, Thailand's only...
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IPO Stalker: SISB's Growth Plans
SISB has been one of the best investments in our portfolio, rising 26% since we jumped in shortly after the IPO. Founder Kelvin Koh reiterated the...
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