Thailand
Andrew Stotz Is a Judge at SCG Bangkok Business Challenge at Sasin
Andrew was a judge again at Asia’s longest-running global student startup competition – SCG Bangkok Business Challenge at Sasin. Watch all finalist presentations and the award announcement.
Listen to EpisodeHow to Value a Company in the Coronavirus Global Economy Shutdown
Investors find it difficult to value a company when earnings are highly volatile or even negative. The current Coronavirus Global Economy Shutdown makes it especially hard as earnings of companies are likely to be a wipeout for the next couple of quarters.
Listen to EpisodeThai Vegetable Oil – World Class Benchmarking
Thai Vegetable Oil Public Company Limited (TVO TB): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 570 large Cons. Staples companies worldwide.
Listen to EpisodeHana Microelectronics – World Class Benchmarking
Hana Microelectronics Public Company Limited (HANA TB): Profitable Growth rank of 6 was down compared to the prior period’s 3rd rank. This is below average performance compared to 930 medium Info Tech companies worldwide.
Listen to EpisodeGulf Energy Development – World Class Benchmarking
Gulf Energy Development Public Company Limited (GULF TB): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 290 large Utilities companies worldwide.
Listen to EpisodeVinythai – World Class Benchmarking
Vinythai Public Company Limited (VNT TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 760 medium Materials companies worldwide.
Listen to EpisodeLooking for High Dividend Yield? Thailand Is Not There Yet
Chart of the Day: MSCI Thailand has fallen by more than 30% year-to-date. But dividend yield has yet only risen to the long-term average.
Listen to EpisodeBusiness DNA: Professional Teamwork to Build Growth in Real Estate
After working in management consulting at Anderson Consulting and as an investment banker for 10 years at Phatra-Merrill Lynch, Kaveepan Eiamsakulrat decided to enter the real estate business after the 1997 Asian Financial Crisis with the land his father accumulated over time.
Listen to EpisodeThailand Appears Unattractive in Asia
Overall, Thailand appears unattractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk (FVMR). As of 3Q19 Thailand has moderate GDP growth; slowdown from as of 2Q19, 1Q19, and 4Q18.
Listen to EpisodeCP All – World Class Benchmarking
CP All Public Company Limited (CPALL TB): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 600 large Cons. Staples companies worldwide.
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