American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Thailand: Despite Boom, Small Banks are Dull. Big Banks are Irresistible.
There is a boom in Bangkok, yet again. This tends to be positive for banks. It creates loan demand, both by developers and also companies making...
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Snippets #29: Nomura Considers De-Listing, Return of Chinese Tourists
Five recent developments / news flows that came on our radar screen recently: Capital Nomura considers de-listing. CNS, one of Thailand's oldest...
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Sathorn Series 3: Battle of the Brokers
Generally, we would avoid securities companies, since commissions in Thailand, already low at 13bps, continues to decline due to competition. In...
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