Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
377 Views
Bank of Ayudhya Reveals Divergent NPL Trends to Peer Thai Banks
What matters most with Bank of Ayudhya’s latest results is the fact that it continues to show an improving trend of bad loans, while net interest...
164 Views
BAY's Purchase Provides a ~5% ROA with High Growth in Cambodia
Bank of Ayudhya (BAY) just bought Hattha Kaksekar Ltd (HKL), a large micro-finance lender in Cambodia. Even if this investment is small compared...
177 Views
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...
240 Views
Liquidity and Technical Drivers of Hybrids
Bank hybrids have been issued in the Australian financial landscape for over 20 years in various forms. While drivers of performance have varied...
390 Views