Thailand's HP Value Opportunity
Fundamental trends at Thanachart Capital (TCAP TB) are benign and stand out within Thailand’s somewhat heated banking universe. The bank has been...
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Sathorn Series E: New Wave of Bank Mergers?
In the wake of the news about Barclay's potential acquisition of Standard Chartered, we had a chat with a friend who works for the potential target...
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The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Thanachart Capital: Has It Improved Too Much?
The fundamental trends at Thanachart Capital Pcl (TCAP TB) are positive (comfortably the best in Thailand) and the valuation of positive change...
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Aiful – Sawasdee Ka
* Domestic Japanese lending business has new customer acquisition tracking above target, reflecting positive changes in the current environment for...
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