Univentures: Refocusing on Low Rise & Condos Closer To Skytrain Stations
Today, we meet up with Univentures, the flaghship property company of Charoen's TCC empire. Property is arguably the second most important business...
571 Views
IPO Radar: Enter the Stonehenge!...A Rare Architectural Consulting Firm
Like Thai Enger Holding PCL (TIGER TB), Stonehenge (STI TB) is a contractor, but they have some unique capabilities we don't see in other...
724 Views
UV: Land Bank Grows as Real Estate Sales on High Rise
Good price momentum, low core profit valuation, and low correlationwith Western stock markets relative to its sector UV’s real estate sales up 36%...
370 Views
Property, Portfolio, & Politics
We visited two companies today. Golden Land seemed to have pretty decent outlook, though it is more expensive than stocks we have in our portfolio...
481 Views
Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron
Today, Charoen Sirivadhanabhakdi presides over an empire with almost complete domination of Thai liquor business and is a strong number 2 in beer,...
534 Views