BTS: All Engines Firing
We met up with BTS management today and saw that things are clearly picking up in virtually all aspects of the business. Some key points we noted...
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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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Wave or Waive?
In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...
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Thai-Coons (Season Finale): Two Brothers on a Flying Train
The Kanjanapat family, who go by a different Chinese name in HK, have built two distinct empires. Elder brother Anand, who claims to have failed...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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