KTC – Too Far Too Fast?
Fundamentals have changed dramatically at KTC, but value has, where shares are on current PB of 9.5x and 49x current annualized earnings.
414 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
KBANK – Provision Expense Collapse
The range of 3Q20 credit cost change among Thai banks is vast, from -57% to +41% QoQ, with the two similar banks, Kasikornbank PCL (KBANK TB) and...
358 Views
Thai Banks: Down But Coming Back
With Thailand's tourism industry devastated by the lockdown imposed to contain the spread of COVID-19,
634 Views
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
272 Views