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...
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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...
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Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
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Small Cap Diary: Taokaenoi and Sabina
We visited two interesting companies recently: seaweed market leader Taokaenoi and the country's second largest maker of bras SABINA. Neither are...
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Company Visits: KTC, Taokaenoi (Treading Water)
We visited two companies in Mongkol Prakitchaiwattana's portfolio. He's one of Thailand's new tycoons and one who has risen primarily through...
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