Thailand
Hidden Champions of Thailand
Top 25 companies of Thailand. Estimated reading time: 34 minutes.
Haad Thip meeting (HTC TB)
Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Major Cineplex (MAJOR TB)
Major Cineplex (MAJOR TB) is the leading cinema operator in Thailand with 815 screens in Thailand and neighbouring countries. The company is run by a hungry entrepreneur called Vicha Poolvaraluk, who built the company from scratch. He owns 30% of the shares and is said to be honest, ambitious and