Bank of East Asia: Overweight Short-Call AT1 on Refinancing Ability
Value opportunity or value trap in short-term callable Additional Tier 1? On a relative value basis, Bank Of East Asia's (23 HK) (BNKEA)...
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The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
446 Views
Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain
In recent weeks, we found these five domestic news/developments to be influential to the Thai markets. AIS agrees to pay TOT a whopping...
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Blockchain Review on Bitcoins
Blockchain Review, a small but famous guru house that wrote bestseller on the cryptocurrency topic in Thailand, recently discussed the...
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McKinsey on Asian Banks
In the book Banking in Asia by 12 guys from McKinsey, we distilled 5 interesting lessons and how these principles may be applied to picking Thai...
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