Snippets #30: Singha Buys Santa Fe, DTAC's Downgrade
Five recent news/development that showed up on our radar screen this month: Singha Group agrees to buy 90% of Santa Fe, one of Thailand's top...
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Silicon Stories L: BitKub Capital on Fintech
The founder of BitKub Capital, a largest Thai crypto-currency exchnage, highlighted some very interesting views on how the Thai fintech landscape...
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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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Reality Check XXI: How Much Upside Can SCB Squeeze From Branch Downsizing?
SCB's CEO recently cited some interesting statistics about how transactions were rapidly moving from branches to mobile apps. The logical thing to...
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StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
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