Equity Analysis /
Thailand

VGI PCL: In God we trust—all others must bring data!

  • The small pieces that complete the big picture

  • Don’t believe in NINE, but believe in Ian Longden

  • An expensive valuation?—not if you consider scope to scale up

Napon Jaisan
Napon Jaisan

Equity Research Analyst

Bualuang Securities
21 March 2022

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