Thai Media Spotlight: Major Players in the Industry
In this review, we summarize some of the key players operating in the media industry today. While drama series has been the bread-and-butter of the...
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Japan's Mega Banks at the Bottom of the List
Japan’s three mega banks have made considerable investment outside the country, where returns are generally higher. Mitsubishi UFJ Financial Group...
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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,...
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Asian Stars Are Aligning With MUFG's Acquisition of an Indonesian Bank; Shares Undervalued
We see upside to our fair value estimate for Mitsubishi UFJ Financial Group (8306 JP), or MUFG, following a series of positive developments that...
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Thailand's Returned Cheques
Where understanding, forecasting credit metrics is more of an art than a science, we believe looking at a wide array of variables, including those...
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