Sathorn Series H: A Primer to the Structure of Thai Financial Services Industry
In this review, we move away from day-to-day stock picking and even omit any mentions of prices, so you can focus solely on understanding the...
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Sathorn Series G: SCB on Bonds
We attended a series of lectures by an SCB executive Danai Aroonkittichai recently, and while we're not bond gurus ourselves, it's interesting to...
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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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Reality Check XIII: Is MINT's Acquisition of NH Hotels Wise?
MINT, the largest hotel and restaurant chain in Thailand, announced ambitious plans to buy a 29.5% stake in Madrid-based hotel chain NH, as well as...
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StubWorld - Set-Up & Unwind Extremes: CPF/CPALL
This week: despite a multi-year low against CP All PCL (CPALL TB), it is challenging to dragoon a set-up for Charoen Pokphand Foods Pub (CPF...
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