The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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Snippets #42: Property and Auto Downturn, Air Asia Looks For a Partner
Five interesting trends or news that may impact Thai equities on our radar: The auto downturn in April is more severe than what was experienced...
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Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
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