Political Update: France, Member Fees, Submarines
Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much...
335 Views
Energy Medicine. Personal Experience. Impact. Growth in Asia. Ideas
This is an invest-able idea at the private level  with long term benefits. Both for the body, and for other ideas as well.Ever since I turned over...
4k Views
TOG: Silver Lining Is Still Gloomy at Least in 2018
We downgraded TOG with a HOLD rating and a new target price of Bt5.20 (previous target price: 9.80), based on 16.1xPE’1H19E, which is the average...
847 Views
Three of a Kind: The Glass Is Greener on the Other Kiosk
We recently followed up with three companies we met in the past, and that's what this cryptic title means. Glass = TOG (Thai Optical Glass), Green...
332 Views
TOG: Huge Fall in Margin and Rising in SG&A Trimmed Down Earnings
1Q18 net profit was at Bt17.8m (-62%YoY and -71%QoQ). The result accounted for just 7% of our full-year forecast which remains us to review the...
326 Views