And he’s back with the latest monthly commentary, two paragraphs I found interesting, 1) the viewpoint on the hurricanes harvey and irma – just a side note: even though there will be gdp growth as a result of re-building, actual productivity doesn’t go anywhere if everything replaced is like-for-like, that’s the amusing thing with gdp […]

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If you want to know why the hotels are full, anything tourism related buzzing – just look at ERW, CENTEL, MINT, AOT, AAV. As a result of the continuing issues surrounding N. Korea, Chinese tourists are avoiding S. Korea and making their way to other parts in the region/world, and Thailand being the land of […]

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The Executive Talk: BCP expanding towards a sustainable future BANGKOK, Sept 11, 2017 – (ACN Newswire) – Bangchak Corporation Public Company Limited (SET:BCP) President and Chief Executive Officer, Mr. Chaiwat Kovavisarach discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How has BCP evolved from a pure refinery company to […]

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TET: Please explain the history of ASAP. Privately we began as a car dealership for Nissan automobiles in 1995 and in 2004 expanded our car dealer business for Toyota Automobiles as well. As we were exploring opportunities to capture new customers, we discovered that most of new customers were looking to rent or lease vehicles […]

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It’s all over the news and brokers research notes this AM about PTT mentioning the potential replacement of 7-11 stores by its own Jiffy stores over the coming years. Jiraporn Khaosawas, managing director of wholly owned PTT Retail Marketing Co (PTTRM), said PTT has several years to prepare before the 7-Eleven outlets are replaced. It […]

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So I’ve gone through as many listed company results as possible over the past few weeks and not just Thailand but most of ASEAN, given that I do only comment on Thai related companies here, comments will remain Thai specific. Without a doubt Thailand had the worst performance amongst all the countries in the region […]

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And its game time! Thai Beverage has just bought ~240 KFC stores from Yum Brands, which means they immediately surpass the 200 stores that are run by Central Group. Quick thoughts: THBEV is desperate for growth and they’ve been doing a decent job at leveraging their balance sheet to do so as seen with the […]

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His August 2017 Commentary focuses on two key issues, productivity and liquidity. I’ve always thought that following capital flow is just as important if not more so than good old fashion company analysis because the majority of one’s returns are determined by the asset class/market/sector etc that one’s investment holding is in. Here’s my favourite […]

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On Bloomberg last week they put up a quick article on AOT. It’s a well-known fact that tourism is one of the few bright spots for Thailand for the past …. forever. And there is only one pure play for it and that is AOT. The problem however is that it is the most expensive […]

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