Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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TKN: New Hope for China Market Penetration
We maintain BUY rating on TKN, with new 1H21E target price of Bt12.40, at 31.8x PE, which is 1.0x PEG of the average of the company’s earnings...
420 Views
Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
282 Views
TKN: Leading Thai Seaweed Snack Sinks Its Teeth into Global Scale-Up Plans
We initiate coverage on TKN with a BUY rating and a 1H19E target price of Bt19.0 at 27.7x PE, which is 1.0x PEG of the average of the company’s...
407 Views
Three Levels of Innovation in Thai Business
In Game Changer, P&G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even...
429 Views