Thailand


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
