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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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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BTS Vs BEM: Battle of the Train Boys
CP All, one of our top five stock picks, reached Bt60/sh yesterday, and we are switching to BTS, Thailand's skytrain monopoly. Both BTS and BEM...
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