Thanachart Capital: You Need Dividend Growth and Time. That's It. Time Arbitrage.
Fundamental trends at Thanachart Capital (TCAP TB) are benign and stand out within Thailand’s somewhat heated banking universe. The bank has been...
624 Views
The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
Sathorn Series I: TMB's PartialDivestment & The Laos Flood Spillover
A quick heads-up on two recent events in Thai banking sector: TMB agreed to sell 65% stake of its asset management arm TMBAM to Prudential ( See...
451 Views
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...
448 Views
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...
132 Views