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...
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Sathorn Series 6: Disappearing Deutsche, Breakaway Brokers
Following the news and market talks on the Street, it brings us closer to the conclusion that: 1) Deutsche's bailout and eventual asset divestment...
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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...
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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...
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Sathorn Series 5: Deutsche's Doomsday
Deutschebank, one of Europe's biggest bank, is falling deeper into crisis. It has been called the 'Lehman Brothers of Europe', and Merkel has been...
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