The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
385 Views
Thanachart Capital: You Need Dividend Growth and Time. That's It. Time Arbitrage.
Fundamental trends at Thanachart Capital (TCAP TB) are benign and stand out within Thailand’s somewhat heated banking universe. The bank has been...
610 Views
The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
343 Views
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...
435 Views
Thailand's HP Value Opportunity
Fundamental trends at Thanachart Capital (TCAP TB) are benign and stand out within Thailand’s somewhat heated banking universe. The bank has been...
440 Views