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...
739 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...
842 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...
781 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...
984 Views
The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
430 Views