Bangkok Bank – Rotten To The Core
BANGKOK BANK: BBL reported a 2Q21 QOQ core operating results decline of 86.2%. The increase in net new NPLs, unknown moratorium credits, and COVID...
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Thai Strategy 2021 (Part 3): Sector Outlooks
The low-base effects and continuation of QE under either Presidents conspire to raise Thai equities in 2021. Buy banks, avoid energy,
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DBS Group Holdings – Not Trending The Right Way Yet
DBS GROUP HOLDINGS: Trends Are Poor. Costs Higher, Revenues Lower, and Provision Trend Likely To Be Reversed As We Head Into 2021.
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Thai Strategy 2021 (Part 1): Key Themes
The theme of the 2021 Thai strategy will be dominated by three things: a recovery story, a QE-inspired preference for big cap, and early-year...
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What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
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