COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
320 Views
McKinsey on Asian Insurance
The book Life Insurance in Asia was written by two McKinsey veterans, and it's really good. It's also really expensive (over Bt2,000 for just 200...
390 Views
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...
139 Views
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...
135 Views
Snippets #7: The End of Digital Banking Fees
We haven't had one of these Snippets in roughly a year. Basically, there are packets of news, which while interesting are probably not big enough...
157 Views