The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Sathorn Series K: TMB on Eastspring and Credit Quality
TMB has made a lot of headlines in recent times, especially on the M&A front ( Sathorn Series I: TMB's PartialDivestment & The Laos Flood...
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Sathorn Series I: TMB's PartialDivestment & The Laos Flood Spillover
A quick heads-up on two recent events in Thai banking sector: TMB agreed to sell 65% stake of its asset management arm TMBAM to Prudential ( See...
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Sathorn Series H: A Primer to the Structure of Thai Financial Services Industry
In this review, we move away from day-to-day stock picking and even omit any mentions of prices, so you can focus solely on understanding the...
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First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
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