Bangkok Bank - NVDRs Point to an Increase in the Foreign Premium
The premium on Bangkok Bank's foreign shares Bangkok Bank PCL (BBL/F TB) has gone from an average of 3% at the beginning of the year to parity to...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week in Event SPACE: Hitachi/Honda, AOF, Unizo, SVI, Maanshan, Osram, Genting, KCC
Last Week in Event SPACE ... The Tender Offers for Honda Motor (7267 JP)'s three large auto parts affiliates Showa Corp (7274 JP), Keihin Corp...
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Snippets #31: PTTOR Intro, LTF Replacement
Five interesting trends/development that may involve Thai equities include: Thai household debts now highest in the ASEAN region and second only...
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