Reality Check 2019: What Premium Does Thanachart Deserve from TMB's Takeover?
As the merger between TMB and Thanachart gets a nudge from the Ministry of Finance and could be finalized this month, we try to answer a few...
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Sathorn Series M: TMB-Thanachart Courtship
Right before Christmas, the Ministry of Finance confirms that both Thanachart and KTB were in talks to merge with TMB. We note that: Considering...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Small Cap Diary: Potash...Seriously?!
We met up with two companies today, namely a contractor TRC and a property developer called Thana Siri. Both are pipsqueak companies, and that's...
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