Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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November & Beyond (Part 2): Party Time for the Deal Makers
In this review, we explore existing major deals of 2016 and potential deals in the future as well as highlight the nation-shocking scandal around...
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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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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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