Deep-dives
TOA Paint (TOA TB)
Thailand’s paint leader at 8x P/E and 6.5% dividend yield
Thailand
Deep-dives
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E
Thailand
The ultimate AI tool battle
The best tools for equity research
Thailand
Hidden Champions of Thailand
Top 25 companies of Thailand. Estimated reading time: 34 minutes.
Deep-dives
Haad Thip meeting (HTC TB)
Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes
Thematic reports
Travel notes: Pattaya
Estimated reading time: 14 minutes
Deep-dives
Haad Thip (HTC TB)
Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield
Thailand
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Thailand
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Deep-dives
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-dives
Thai Beverage (THBEV SP)
Thailand's spirits monopoly spirits company at P/E 16x
Thailand
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes