Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
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Rabble Rousers (Episode 2): The Hardest Dots To Connect
The Vongkusolkij family of Mitr Phol Group boasts market leadership in not one but two very distinct industries: sugar and coal (Banpu), and have...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Takeover Kingpins of Thailand
Compared to the peak in 2013, deal flow has been slow in Thailand this year. Apart from the blockbuster takeover of Big C by Berli Jucker (BJC),...
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