Bangkok Bank: Deal or No Deal, Shares Are Too Depressed
Bangkok Bank Public (BBL TB) reported encouraging headline trends at FY19, materialised in a strong PH Score™ of 8.5. There were positive changes...
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Snippets #35: KBANK's Burmese Toehold, Tim Hortons Comes to Thailand
Five interesting news/developments we recently spotted that could influence Thai equities include: KBANK announces plans to acquire a 35% stake in...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
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