Thai M&A (Part 2): Transforming Deals in Other Sectors
With the exception of Bumrungrad (only a potential deal), the deals mentioned in this review are much smaller than those of Part 1, but it shows...
293 Views
Bank Credit Weekly: HY Crowding-In; Swim Across the Riptide as Asia Earnings Begin
Crowding-in took over as global credit markets put on a strong rally following continuing aggressive moves by monetary policymakers to support...
314 Views
Asian Bank HY Credit Weekly: Crisis of Confidence
A crisis of confidence in leadership led $US liquidity to collapse during the week, resulting in the largest drop in US stock markets since the...
311 Views
Snippets #37: Intouch's Financing Bet, Healthcare Hun!
Five interesting developments or trends we spotted recently that may influence Thai equities: Intouch bets on P2P lending with an undisclosed...
552 Views
Bank of East Asia: Overweight Short-Call AT1 on Refinancing Ability
Value opportunity or value trap in short-term callable Additional Tier 1? On a relative value basis, Bank Of East Asia's (23 HK) (BNKEA)...
440 Views