TMB Bank - Going Nowhere…Fast
* TMB Bank’s (TMB.TB) run of improving fundamentals have come to an end; * The core niche SME loan segment hasn’t grown for several quarters, and...
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Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?; Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
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Sathorn Series B: KBANK Goes to Indonesia
KBANK announced the acquisition of a 10% stake in Indonesia’s Maspion bank, sending its stock soaring above Bt200/sh resistance level for the first...
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Thailand Has Asia's Most Profitable Lender: KTC
There is little in Asian banking that compares with Thailand’s Krungthai Card Pcl (KTC TB). It is the ultimate play on consumer lending, which is...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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