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 Short Interest Weekly (Apr 10th): Intouch, CP Foods, PTT, Delta Electronics
We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch (INTUCH TB), CP Foods (CPF TB), PTT (PTT...
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Quiddity Leaderboard SET50 Jun26: Four ADDs/DELs Likely; Many Potential DELs Close to the Border
There are several potential deletions close to the border that could drop out of the top 50 if they underperform other names by small margins.
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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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