Snippets #39: Don Maung Phase 3, SCB Attacks China Market
It's interesting to see a common thread of Thai companies trying to jump back into business after facing the tough times, even though the worst is...
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Snippets #25: Ride Hailing Wars, Jasmine on The Block?
Five interesting news flow/trend developments in corporate Thailand recently. Here goes: SCB-GoJek alliance. Hot on the heels of KBANK's...
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Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
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Snippets #7: The End of Digital Banking Fees
We haven't had one of these Snippets in roughly a year. Basically, there are packets of news, which while interesting are probably not big enough...
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SCB Trades Size for Relevance
The Laggard. Although we have not lost a dime investing in SCB thus far, it is fair to say that the stock has underperformed most of the large Thai...
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