Thai Banks – Golden
Thai banks are leveraged to a re-opening of the country to tourism and can benefit at the same time from a newly proposed NPL warehouse scheme.
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SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
545 Views
SET50 Index Rebalance Preview: Three Changes for Now, Could Be One More
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in mid-December and the changes will be...
480 Views
Asia Banks – Oversized Dividends
There are many banks globally that have restricted dividends. This is less apparent in Asia. Even so, we are less concerned with temporary...
295 Views
Banks – Credit Risk, Cratering
Data from our bank analytics vendor shows credit risk down substantially from the peak in April to the last week in June. Credit Analytics shows...
423 Views