Sathorn Series I: TMB's PartialDivestment & The Laos Flood Spillover
A quick heads-up on two recent events in Thai banking sector: TMBÂ agreed to sell 65% stake of its asset management arm TMBAM to Prudential ( See...
551 Views
Thailand's HP Value Opportunity
Fundamental trends at Thanachart Capital (TCAP TB) are benign and stand out within Thailand’s somewhat heated banking universe. The bank has been...
487 Views
Sathorn Series E: New Wave of Bank Mergers?
In the wake of the news about Barclay's potential acquisition of Standard Chartered, we had a chat with a friend who works for the potential target...
254 Views
The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
323 Views
Thanachart Capital: Has It Improved Too Much?
The fundamental trends at Thanachart Capital Pcl (TCAP TB) are positive (comfortably the best in Thailand) and the valuation of positive change...
269 Views