The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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BTS Group: Positioning For Growth
The Big Picture. It’s easy to focus on the negatives and say that BTS’s earnings halved from Bt4.1bn in 2015 to Bt2bn in 2016, but the consolidated...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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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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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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