Discover Singapore: Banyan Tree (BTH SP) Luxury Hotel Group Catching Attention of Industry Giants
Banyan Tree Holdings Ltd (BTH SP) is a homegrown Singapore brand Operating luxury hotels since 1994 Strong asset backing but profitability track...
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Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Willy Wonka's Flour Mill
We met with TMILL (TS Flour Mill) today, and they claim to be the biggest and only one listed in Thailand. These guys probably have something like...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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