Aequitas: TMBThanachart Bank Placement - Healthy Fundamentals, But Supply Overhang Remains
ING is looking to sell a stake of around 5.6% in TMBThanachart Bank (TTB TB) to raise up to US$500m. In this note we talk about the deal dynamics...
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MUFG & PT Mandala Multifinance - Too Small To Matter, LT Perspective ROA Is Key
MUFG's purchase of Mandala in Indonesia may sound enticing, but the reality is that this is too small to matter, while perspective shows no major...
462 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
472 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
549 Views
KTX Tactical Picks - July 30, 2026 (Eng.)
Cut loss on SCGP, BAY, and IRPC with returns since recommendation of -5.0%, -6.0%, and -8.1%, respectively, as their negative returns exceeded the...
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