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Bangkok Bank Public (BBL TB)
Watchlist
429
Analysis
Financials
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Thailand
Bangkok Bank Public Company Limited provides various banking and financial services including commercial, consumer, credit card, and mortgage lending, international trade financing, investment banking, and securities services.
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bullish
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Thematic (Sector/Industry)
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20 May 2018 14:37
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...
Athaporn Arayasantiparb, CFA
143 Views
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bearish
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Thematic (Sector/Industry)
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25 Mar 2018 19:33
New Faces in Thai Politics
When one studies history, one realizes that empires rise and fall like leaves in the autumn winds, but as one clique's fortune whittles, others...
Athaporn Arayasantiparb, CFA
154 Views
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bullish
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Siam Commercial Bank
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24 Jan 2018 15:22
SCB Trades Size for Relevance
The Laggard. Although we have not lost a dime investing in SCB thus far, it is fair to say that the stock has underperformed most of the large Thai...
Athaporn Arayasantiparb, CFA
240 Views
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bullish
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Aiful Corp
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22 Jan 2018 11:52
Aiful – Sawasdee Ka
* Domestic Japanese lending business has new customer acquisition tracking above target, reflecting positive changes in the current environment for...
Thomas J. Monaco
174 Views
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bearish
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Mitsubishi UFJ Financial (MUFG)
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30 Dec 2017 05:05
MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
Thomas J. Monaco
215 Views
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