This raises the essential question if a visiting analyst should just report what top management tells them in the visit; or instead sort of decide to "play God" in between. Here is some discussion on that very topic. Most Thai broker analyst think they got the answer, but I dare...
I have long understood that if you get beyond the liquidity monsters, high growth in earnings can be owned at a reasonable stock price. This is the true Thai stock market success story, yet still mostly untold.
An updated review on what warrants are and how they work. With some recent and past examples.
A warrant is not and never will be a stock and it should never be called anything else then what it is. Marketing officers here often refer to warrants as shares or stocks, that...
Value, growth and high dividend yield all at once.
Another updated introduction on why on the SET you can be both, a value and growth investors along with high current dividend income. Its my core thesis on why unusual opportunties persist.
