Thai Market Community
Our community narratives are driven by numbers and valuation.
Thai Investing Ideas
Global Weekly Picks
Sparc AI
39.8% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Copart
35.2% undervalued intrinsic discount
Copart’s Share Price Fell. Its Moat Did Not.
View narrativeWE
Published 15 Jul
ASML Holding
22.0% undervalued intrinsic discount
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
View narrativeIV
Published 2 Aug
Universal Music Group
36.4% undervalued intrinsic discount
Universal Music Group: The Market Is Pricing the Quarter, Not the Catalogue
View narrativeFU
Published 24 Aug
Pilatus Marine
14.3% undervalued intrinsic discount
Thailand-based provider of LPG (liquefied petroleum gas) and petrochemical transportation services
View narrativeKA
Published 12 May
True Corporation
25.9% undervalued intrinsic discount
Advancements In 5G And AI Will Improve Operational Efficiency And Customer Experience
View narrativeAN
Updated 4 Sep
Bumrungrad Hospital
18.8% undervalued intrinsic discount
Digital Health And Medical Tourism Will Transform Southeast Asia Healthcare
View narrativeAN
Updated 4 Sep
Delta Electronics (Thailand)
6.0% undervalued intrinsic discount
AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader
View narrativeAN
Updated 7 Sep
Thai Union Group
15.3% undervalued intrinsic discount
Partnership With Mitsubishi Will Unlock New Global Opportunities
View narrativeAN
Updated 20 Aug
PTT
10.6% undervalued intrinsic discount
Rising Southeast Asia Urbanization Will Spur Clean Energy Expansion
View narrativeAN
Updated 5 Sep
Thai Union Group
16.2% overvalued intrinsic discount
Rising Plant-Based Competition Will Choke Traditional Seafood Lines
View narrativeAN
Updated 3 Sep
PTT
Fairly Valued intrinsic discount
Share Buyback and Director Appointments Will Shape Future Competitive Outlook
View narrativeAN
Updated 22 Aug
Central Retail Corporation
16.2% undervalued intrinsic discount
Tourism Recovery And Modern Retail Expansion Will Reshape This Regional Retail Platform
View narrativeAN
Updated 3 Sep
