Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Sathorn Series 6: Disappearing Deutsche, Breakaway Brokers
Following the news and market talks on the Street, it brings us closer to the conclusion that: 1) Deutsche's bailout and eventual asset divestment...
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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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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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South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.
Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...
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