StubWorld - Set-Up & Unwind Extremes: CPF/CPALL
This week: despite a multi-year low against CP All PCL (CPALL TB), it is challenging to dragoon a set-up for Charoen Pokphand Foods Pub (CPF...
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Reality Check XII: How Much Upside Can CP All Squeeze from a New Banking Venture?
The Ministry of Finance has reportedly become more receptive to the idea of CP All entering the banking business. While there is nothing inked with...
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Thai Media Spotlight: Major Players in the Industry
In this review, we summarize some of the key players operating in the media industry today. While drama series has been the bread-and-butter of the...
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Japan's Mega Banks at the Bottom of the List
Japan’s three mega banks have made considerable investment outside the country, where returns are generally higher. Mitsubishi UFJ Financial Group...
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MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
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