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...
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Sathorn Series H: A Primer to the Structure of Thai Financial Services Industry
In this review, we move away from day-to-day stock picking and even omit any mentions of prices, so you can focus solely on understanding the...
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First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
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New Faces in Thai Politics
When one studies history, one realizes that empires rise and fall like leaves in the autumn winds, but as one clique's fortune whittles, others...
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SCB Trades Size for Relevance
The Laggard. Although we have not lost a dime investing in SCB thus far, it is fair to say that the stock has underperformed most of the large Thai...
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