The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
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Thanachart Capital: Has It Improved Too Much?
The fundamental trends at Thanachart Capital Pcl (TCAP TB) are positive (comfortably the best in Thailand) and the valuation of positive change...
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Attractive Thai Stocks for an SET Breakout
Given the bullish SET 50 index pattern and chart set-up we scanned through the top 50 stocks in Thailand and came up with this group of stocks that...
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Thailand Has Asia's Most Profitable Lender: KTC
There is little in Asian banking that compares with Thailand’s Krungthai Card Pcl (KTC TB). It is the ultimate play on consumer lending, which is...
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