Thai Banks – Golden
Thai banks are leveraged to a re-opening of the country to tourism and can benefit at the same time from a newly proposed NPL warehouse scheme.
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Asia Banks – Oversized Dividends
There are many banks globally that have restricted dividends. This is less apparent in Asia. Even so, we are less concerned with temporary...
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SET50 Rebalance Preview: The Final Cut
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
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Thai M&A (Part 3): Consolidating the Thai Wall Street
Many of attempts were made to consolidate the securities business in Thailand, and it is fair to say all of them have failed miserably....
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The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
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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