McKinsey on Asian Banks
In the book Banking in Asia by 12 guys from McKinsey, we distilled 5 interesting lessons and how these principles may be applied to picking Thai...
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Snippets #24: Kerry's Thai IPO, SCB Re-Arranges Its Portfolio
In this month, we identified five interesting news flows/developments in Thailand: Kerry's IPO plans. The package delivery giant based in HK may...
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Silverlake Axis (SILV SP): Third Consecutive Quarter of Strong Growth, Merimen to Become New Star
Silverlake Axis (SILV SP) published 3Q19 results which again confirmed that the long-anticipated rise in revenue (+12% YoY) and profit (+77% YoY)...
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The Week that Was in ASEAN@Smartkarma - Thailand's Election, Philippine Banks, and Data Junkies
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Tisco – A Bright Bank in a Dim Rate World
The Fed’s comments may be a surprise to many, but we hope not to our readers. Granular US bank data has indicated for some time, that rising rates...
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