Last Week in Event SPACE: M1, Healius, Thanachart, Faroe, JCNC, Jardines
Last Week in Event SPACE ... On a Risk/Reward basis, the arb is not very attractive at M1 Ltd (M1 SP)'s current price. Pricing aside, Jangho...
943 Views
Reality Check 2019: What Premium Does Thanachart Deserve from TMB's Takeover?
As the merger between TMB and Thanachart gets a nudge from the Ministry of Finance and could be finalized this month, we try to answer a few...
959 Views
Last Week in Event SPACE: Harbin Electric, MYOB, TMB Bank, Halla Holdings
Last Week in Event SPACE ... Just how will Harbin Electric Co Ltd H (1133 HK)'s independent directors justify recommending an Offer to...
1.2k Views
Sathorn Series M: TMB-Thanachart Courtship
Right before Christmas, the Ministry of Finance confirms that both Thanachart and KTB were in talks to merge with TMB. We note that: Considering...
1.2k Views
Thanachart Capital: You Need Dividend Growth and Time. That's It. Time Arbitrage.
Fundamental trends at Thanachart Capital (TCAP TB) are benign and stand out within Thailand’s somewhat heated banking universe. The bank has been...
768 Views