IPO Radar: Supalai REIT, Office Tower Operator on Rama 3
Supalai REIT is another single asset REIT on Rama 3. Our valuation range is Bt11.5-11.7/unit, and we recommend participating in the IPO for the...
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IPO Radar: TQR, Small Cap Reinsurer With Strong Potential
TQR is a new insurance reinsurer small cap IPO. Any price under Bt4.7/sh looks really compelling for a sector that benefits from the pandemic and a...
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MUFG (8306 JP): Wavering in the Ranks
Interim results for MUFG (8306 JP) highlighted the fragility of the profit contribution from some of its recent overseas acquisitions, with credit...
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Thai Banks: Down But Coming Back
With Thailand's tourism industry devastated by the lockdown imposed to contain the spread of COVID-19,
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Thai Banks – Leveraged To Tourism?
As Thailand prepares to re-open airports to foreign travel, it is worth understanding how the country appears more geared to tourism than most all...
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