The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
583 Views
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...
757 Views
Last Week in Event SPACE: Harbin Electric, MYOB, TMB Bank, Halla Holdings
Last Week in Event SPACE ... Just how will Harbin Electric Co Ltd H (1133 HK)'s independent directors justify recommending an Offer to...
860 Views
The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
796 Views
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...
999 Views