November & Beyond (Part 2): Party Time for the Deal Makers
In this review, we explore existing major deals of 2016 and potential deals in the future as well as highlight the nation-shocking scandal around...
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Bank of Ayudhya Reveals Divergent NPL Trends to Peer Thai Banks
What matters most with Bank of Ayudhya’s latest results is the fact that it continues to show an improving trend of bad loans, while net interest...
164 Views
Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron
Today, Charoen Sirivadhanabhakdi presides over an empire with almost complete domination of Thai liquor business and is a strong number 2 in beer,...
368 Views
BAY's Purchase Provides a ~5% ROA with High Growth in Cambodia
Bank of Ayudhya (BAY) just bought Hattha Kaksekar Ltd (HKL), a large micro-finance lender in Cambodia. Even if this investment is small compared...
177 Views
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...
239 Views