Primer: AirAsia Berhad (AIRA MK) - Jan 2026
Recent Restructuring to Drive Focus and Efficiency: In January 2026, parent company Capital A completed the disposal of its aviation business...
169 Views
AAB Receivables Concerns Ease
We upgrade our rating to Buy from Neutral while maintaining a TP of Bt1.05, based on 1.3x PBV (-0.25 S.D. to the 10-year average). The share-price...
86 Views
SET Index Outlook
(+) Easing US Treasury yields and crude oil prices are supporting risk appetite. (+) The baht is strengthening toward Bt33/USD amid foreign fund...
93 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
470 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
428 Views