Interesting report from the Economist where it surveyed over 1,500 senior executives. Essentially the key points from the article are: Bearish viewpoint overall Europe’s biggest problem will be economic uncertainty More than 60% think the euro area will worsen over 6 months North America has a more positive outlook with Obama expected to beat Romney […]

Read More →

Need ideas for investments? Look no further than these names here, I’ve looked at MACO and QLT in the past and found them to both be well run companies but for liquidity reasons neither were investable unfortunately. SST well…leveraging up ones balance sheet to buy Au Bon Pain and Dunkin Donuts…not sure. As for WORK, […]

Read More →

Its positive to see the SET relaxing its draconian listing requirements. The number of IPO’s in Thailand have been very low for the past few years with half (3) of the listings this year being property funds. Hopefully this relaxation in holding co’s will expand the number of new choices here in Thailand. Kannikar Chalitaporn, president […]

Read More →

Master Ad Plc (MACO) was established in 1988 with registered capital of 600,000 baht by Noppadon Tansalarak, who still serves as CEO today. The company began by providing advertising services through stationary billboards and has since expanded into many other forms of out-of-home (OOH) media and entertainment services. Mr Noppadon discusses the company’s strategy and […]

Read More →