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Oliver Buchannon
DAISAKU KADOMAE

Balance Sheet Analysis

+4

When Dividends Signal Stress, Not Strength

Jan 23, 2026

•

3 min read

When Dividends Signal Stress, Not Strength

The Hidden Cost of Paying Out in Thai Equities

DAISAKU KADOMAE
DAISAKU KADOMAE

Investor Relations

+4

Record Dividends, Persistent Discount

Jan 18, 2026

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3 min read

Record Dividends, Persistent Discount

Why dividends alone cannot rebuild confidence in Thai equities

DAISAKU KADOMAE
DAISAKU KADOMAE

Corporate Governance & Disclosure

+4

Is Your Company's Share Price Fairly Valued? If Not, Why?

Dec 26, 2025

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4 min read

Is Your Company's Share Price Fairly Valued? If Not, Why?

ASEAN Mispricing - The Two Sides of The Same Coin

DAISAKU KADOMAE
DAISAKU KADOMAE

Funding Cost & WACC

+4

Another roadblock:Interest Expense

Dec 23, 2025

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3 min read

Another roadblock:Interest Expense

Why WACC breaks before financial modeling begins

DAISAKU KADOMAE
DAISAKU KADOMAE

Funding Cost & WACC

+4

Why I deliberately exclude CAPEX and working capital assumptions

Dec 22, 2025

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3 min read

Why I deliberately exclude CAPEX and working capital assumptions

Why management-driven decisions do not belong in cross-border valuation.

DAISAKU KADOMAE
DAISAKU KADOMAE

Financial Comparability

+4

Why the Numbers Look Comparable — but the Fundamentals Are Not

Dec 20, 2025

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4 min read

Why the Numbers Look Comparable — but the Fundamentals Are Not

A measurement problem hiding behind familiar financial labels.

DAISAKU KADOMAE
DAISAKU KADOMAE

China+1

+4

ASEAN Rising on investors' Radar

Oct 24, 2025

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5 min read

ASEAN Rising on investors' Radar

From risk realignment to Vietnam’s FTSE upgrade

DAISAKU KADOMAE
DAISAKU KADOMAE

Safe Haven vs Growth

+4

Thailand’s Terms of Trade Paradox

Sep 26, 2025

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3 min read

Thailand’s Terms of Trade Paradox

Safe Haven for Investors, Stagnation for the Economy

DAISAKU KADOMAE
DAISAKU KADOMAE

Thailand Bond Market

+4

Thailand’s Bond Yield Paradox

Sep 25, 2025

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4 min read

Thailand’s Bond Yield Paradox

From policy rates to bond yields: how Thailand became ASEAN’s safe haven

DAISAKU KADOMAE
DAISAKU KADOMAE

Thailand’s Financial Paradoxes

+4

Thailand’s Interest Rate Paradox

Sep 23, 2025

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3 min read

Thailand’s Interest Rate Paradox

From safe-haven baht to policy puzzle

DAISAKU KADOMAE
DAISAKU KADOMAE

Thailand’s Financial Paradoxes

+4

Thailand’s Baht: Resilient or Unstable Trap?

Sep 22, 2025

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3 min read

Thailand’s Baht: Resilient or Unstable Trap?

Why a currency treated like a safe-haven is also one of ASEAN’s most volatile.

DAISAKU KADOMAE
DAISAKU KADOMAE

ASEAN Startups

+4

Thailand’s Startup Hotbed: From $1.25B Peak to the Next Unicorns

Sep 20, 2025

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3 min read

Thailand’s Startup Hotbed: From $1.25B Peak to the Next Unicorns

Thailand’s startup ecosystem is small but full of potential. The next decade will decide whether it rises as ASEAN’s innovation hub.

DAISAKU KADOMAE
DAISAKU KADOMAE

Investor Relations

+4

Trump 2.0 & SEC Compliance: Future of Quarterly Reporting for CFOs

Sep 18, 2025

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4 min read

Trump 2.0 & SEC Compliance: Future of Quarterly Reporting for CFOs

What does Trump 2.0 mean for SEC compliance and Investor Relations? A strategic look at the challenges for CFOs regarding transparency and quarterly reporting requirements.

DAISAKU KADOMAE
DAISAKU KADOMAE

Corporate treasury

+4

Crypto Finance: From Treasury Experiment to Mainstream Allocation?

Sep 17, 2025

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2 min read

Crypto Finance: From Treasury Experiment to Mainstream Allocation?

How ASEAN CFOs are rethinking cash, risk, and crypto allocations

DAISAKU KADOMAE
DAISAKU KADOMAE

Water infrastructure

+5

Thailand’s Resort Islands Face an Urgent Water Crisis

Sep 15, 2025

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5 min read

Thailand’s Resort Islands Face an Urgent Water Crisis

Water Infrastructure Investment in Southern Thailand’s Krabi and Samui Islands

DAISAKU KADOMAE
DAISAKU KADOMAE
Thailand at a Crossroads: Lessons from Japan

Sep 14, 2025

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2 min read

Thailand at a Crossroads: Lessons from Japan

DAISAKU KADOMAE
DAISAKU KADOMAE
Thailand’s Equity Discount: Why It Matters for SET-50 Investors

Sep 9, 2025

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4 min read

Thailand’s Equity Discount: Why It Matters for SET-50 Investors

Thailand trades at 1.0x book — why investors remain unconvinced

DAISAKU KADOMAE
DAISAKU KADOMAE

GARYO FINANCE Insights

♦ASEAN financial insights— exclusive charts, policy analysis, and boardroom strategies ♦Author, Dai Kadomae, CFA, CPA, is ex-Citi investment banker & CFO, op-ed writer for Nikkei Asia, Bangkok Post, The Business Times (Singapore), Asia Times (Hong Kong) ♦Explore subscription & business inquiries→[email protected]

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