Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
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Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?
In this review, we look at two recent positive catalysts (TKS' linerless label technology and B Grimm's Bt5.6/kWh adder) and CENTEL's...
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Islamic Investing (Season 2): Let's Go Small Caps
So far, the picks we had in Introduction to Islamic Investing (Portfolio) actually did quite OK, thanks to TIPCO and INTUCH. BTS was the only stock...
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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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