Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
Read MorePruksa Holding Public Company Limited (PSH TB): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 240 large Real Estate companies worldwide.
Read MoreMany forces at work impact inflation. There are current trends that cause both inflationary and deflationary measures. Whether we’ll see inflation or deflation in the future depends on which of these forces dominate.
Read MoreIn March 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreHome broadband expansion offers solid top-line driver, new entrant Dito challenges previous Filipino duopoly, and investment in mobile payments could pay off big.
Read MoreBumrungrad Hospital Public Company Limited (BH TB): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 390 medium Health Care companies worldwide.
Read MoreBroadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.
Read MoreBangchak Corporation Public Company Limited (BCP TB): Profitable Growth rank of 5 was up compared to the prior period’s 9th rank. This is average performance compared to 280 large Energy companies worldwide.
Read MoreSector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.
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