Siam Commercial Bank (SCB TB) - Traversing Generations
Siam Commercial Bank remains attractive on valuations and probably deserves to trade at a premium to peers given its digital credentials but more...
327 Views
Kasikornbank PCL (KBANK TB) - Replanting the Seeds of Growth
Kasikornbank is a core holding for exposure to Thailand's tourism-driven recovery through its SME exposure. Valuations are attractive with the bank...
351 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
545 Views
I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday Cheer
I-Tail, an OEM in the wet pet food category, raised around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB).
731 Views
I-Tail Corporation IPO - Blowout 3Q22, Revised Earnings, Updated Thoughts on Valuation
I-Tail, an OEM in the wet pet food category, aims to raise around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group. In this...
585 Views