Thai Banks 2Q23 Screener; We Reiterate Our Positive Picks Krung Thai and Ayudhya
We reiterate our buy picks, Krung Thai and Ayudhya, among the Thai banks for their premium ROEs and pre- and post-provision profitability metrics,...
461 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
513 Views
BBL/KBANK: Hitting a Wall
BBL has outperformed KBANK over the last year. The price ratio is now close to the highs and BBL has been selling off around there. Both stocks are...
1.1k Views
Big C Retail Pre-IPO - The Negatives - Hasn't Recovered from COVID
Big C Supercenter (BIGC TB)Â is looking to raise around US$1bn in its upcoming Thailand IPO. In this note we talk about the not-so-positive aspects...
632 Views
Big C Retail Pre-IPO - The Positives - Has a Strong Presence
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the postive aspects of the...
637 Views