Snippets #15: Central's Big Plans, BAY's Big Garage Sale
In a barrage of last minute news flow in the month, we came up with another unexpected 5-pack Snippets. There's something about September we can't...
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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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Last Week in Event SPACE: Sanyo Special, Toshiba, Hyundai Motor, Westfield, Shire
Last Week in Event SPACE ... The misunderestimation of the Sanyo Special Steel Co Ltd (5481 JP)trade situation A protracted timeline for a...
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Sathorn Series D: KTB + TMB = Thailand's New Banking Godzilla Yo!
In this review, we look at the proposed merger between KTB and TMB. In our view, this deal could be valued at US$3.9bn and would create Thailand's...
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