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...
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Sathorn Series 3: Battle of the Brokers
Generally, we would avoid securities companies, since commissions in Thailand, already low at 13bps, continues to decline due to competition. In...
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South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.
Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...
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Thailand: Despite Boom, Small Banks are Dull. Big Banks are Irresistible.
There is a boom in Bangkok, yet again. This tends to be positive for banks. It creates loan demand, both by developers and also companies making...
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Be Wary of High LDR Banks at Present
A likely Russian credit and currency crisis, the weakening Euro and ineptitude of BoJ combine to create a world of worry in markets and bank...
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