The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Thai Banks 2Q22 Screener; Krung Thai Stands Out
Thai Banks 2Q22 screener highlights Krung Thai; it trades on undemanding valuations and a low PEG whilst its fundamentals show its has its low cost...
502 Views
SCB - Steady Lending, Capital Growth
The delta in tourism can be a boon for large Thai banks. SCB will provide a special mid-year dividend, possibly a turning point. If pending deal...
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ECM Weekly (26th June 2022) - Tianqi, Thai Life, Thai Bev, ClouDr, ACommerce, SenseTime, SonaComstar
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
587 Views
Thai Life Insurance Pre-IPO - Thoughts on Valuation and International Peer Comparison
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about valuations.
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