The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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The Best of March Company Visits
In March and late February, MCorp Review visited almost 30 companies. Amongst the five that impressed us were TKN, Amata VN, TKS, Ananda, and...
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Ahead of the Curve at TKS & Big Camera
In the previous (forked) insights, we talked about how some companies let themselves fall out of relevance and why some manage to make a comeback (...
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