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: Pattaya

Estimated reading time: 14 minutes

Haad Thip (HTC TB)

Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield

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

Deep-dive 2022-9: Thai Beverage

Thailand's spirits monopoly spirits company at P/E 16x

A 360 degree view on Thai small-caps

Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes

Deep-dive 2020-3: Major Cineplex Group Public Co Ltd