Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
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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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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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Thai Credit Bank IPO Trading - Half the Deal Already Spoken For, the Other Half Should Be Liquid
Thai Credit Bank PCL (3674238Z TB) raised around US$281m in its Thailand IPO. In this note, we will look at the trading dynamics.
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