Asian Equities: Rebalancing Our Model Portfolio - More to India and ASEAN
​Our Model Portfolio has risen 17% since inception, same as MXASJ. Drops in tech & defense stocks drove recent underperformance. We adjust our...
334 Views
Siam Commercial Bank (SCB TB) - Creating Wealth Inside and Out
Siam Commercial Bank stands out from its peers for its focus on its new-generation businesses, which have started to bear fruit, whilst the bank...
942 Views
Thai Banks 2Q25; TMB Thanachart (SET:TTB) Re-Rating at Risk, Krung Thai (SET:KTB) Is Now a Hold
​Valuation concerns arise for TMB Thanachart, bottom rated in our Thai banks scorecard, as its returns lag behind those of SCBx; Krung Thai...
396 Views
TOA Paint (Thailand) (TOA TB) - An Unfortunate Turn of Events
TOA Paint is Thailand's leading decorative paints player, with a good track record but has been sold off due to its association with beleaguered...
764 Views
I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
641 Views