Thailand's Tourism Dilemma - Buy Retailers, Hospitals, and Select Hotels
Thailand has maanged
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Thai Banks – Leveraged To Tourism?
As Thailand prepares to re-open airports to foreign travel, it is worth understanding how the country appears more geared to tourism than most all...
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Kasikornbank – Pressure Cooker
*Operating Losses Posted Early In Cycle: Kasikornbank PCL (KBANK-R.TB) [KBank] reported 2Q20 results of THB 2.2 bn - declining THB 5.2 bn (70.5%)...
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MUFG (8306 JP): Dealing With a New Order
Mitsubishi UFJ Financial (MUFG) (8306 JP)has lost its long-held position as Japan’s most profitable megabank and, based on its FY3/2020 results...
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The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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