Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

Asian Bond Monitor: Thai Corporate Bond Blunders

Bond Market Monitor: Thai Bonds Are for Issuers

Thailand Short Interest Weekly (Jul 25th): Intouch, CP ALL, Kasikornbank, Airports of Thailand

Thailand Short Interest Weekly (Jul 18th): Airports of Thailand, Intouch, Gulf Energy Development

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Debt Capital Markets

THAI CDS USD SR 5Y D14 / Debt Capital Markets

<ul>
<li>Thailand’s recent general election has introduced political uncertainty that could weigh heavily on the country’s economic and financial outlook.</li>
<li>While rate cuts are supportive in the short term, structural weaknesses remain unresolved. </li>
<li>We cannot rule out the possibility of further downgrade of the country’s rating to BBB+/Baa2 this year.</li>
</ul>


Thailand’s recent general election has introduced political uncertainty that could weigh heavily on the country’s economic and financial outlook.
While rate cuts are supportive in the short term, structural weaknesses remain unresolved. 
We cannot rule out the possibility of further downgrade of the country’s rating to BBB+/Baa2 this year.


THAI CDS USD SR 5Y D14

Asian Bond Monitor: Pad Thai Uncertainty