SET50 Index Rebalance Preview: Revised Methodology & Potential Changes
TIDLOR and BANPU are high probability inclusions to the SET50 in Dec while STA is a high probability deletion. DELTA and BJC could be deletes on...
523 Views
Thai Life Insurance Pre-IPO Tearsheet
Thai Life Insurance (124744Z TB) is looking to raise up to US$1bn in its upcoming Thailand IPO. The deal will be run by Bank of America, Kiatnakin...
501 Views
Asian Banks – Funding Costs Can Surprise
Many banks have high levels of fixed deposits. As these mature, they re-price at lower rates. The scope for margin expansion is considerable....
235 Views
Thailand Financials – High Yield & Reflation
Recovery is still likely in coming quarters given developments. Low rates will remain, and this makes high dividend yield financials more interesting.
266 Views
Ngern Tid Lor Pre-IPO - Pre-COVID Growth Track Record Has Been Very Strong
Ngern Tid Lor (NTL), a financial service provider based in Thailand, aims to raise around US$750m via selling a mix of primary and secondary shares...
536 Views