Siam Commercial Bank – B'assurance Masks Troubles
SIAM COMMERCIAL BANK: SCB reported an unimpressive 4Q20 result – up just 1.2% linked quarter. Were it not for strong bancassurance growth, 4Q20...
326 Views
Kasikornan – Unconvincing Call
KASIKORNBANK: KBANK 's credit risk remains elevated, yet half of current and projected loan growth will be used for current customer relief loans....
392 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
321 Views
IPO Radar: Supalai REIT, Office Tower Operator on Rama 3
Supalai REIT is another single asset REIT on Rama 3. Our valuation range is Bt11.5-11.7/unit, and we recommend participating in the IPO for the...
378 Views
IPO Radar: TQR, Small Cap Reinsurer With Strong Potential
TQR is a new insurance reinsurer small cap IPO. Any price under Bt4.7/sh looks really compelling for a sector that benefits from the pandemic and a...
471 Views