BAM: ARI-AMC, a venture company between Government Saving Bank & BAM will buy first lot of distressed assets in 4Q, target unsecured loan at 1st phase, 2nd jv with KBANK is under way, expects to get license from BOT by end of year. Comment: This is going to be a multi-year process, it makes zero […]

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The only question people have is how quickly is the Vayu3 buying up the Thai market? Local brokers seem to think that it is at a daily run rate of THB 5-7 bn, at this rate it’ll be completed by the end of October, and then? The upside(s) The downside(s) There are no unknown risks […]

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