Bangkok Bank – Positive Credit Turn
BANGKOK BANK: BBL reported 4Q21 bottom-line results of THB 6.3 bn, declining 8.6% QOQ, driven by costs. BBL’s net new NPLs were negative and...
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BBL: Strong Growth Rebound and Improving Asset Quality
Maintain our BUY call with a target price of Bt162. Our BUY call reflects steady earnings growth; a resilient balance sheet; and undemanding...
371 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
404 Views
JMT Network Services - Near Infinite Debt Collection Supply?
JMT focuses on debt collection for banks and finance companies, where the flow of business can be especially strong for years, and where returns...
476 Views
BBL: Growth Momentum Intact
We expect BBL’s net profit to surge 165% YoY to Bt6.3bn in 4Q21, driven by lower provisions and higher net interest income. But, the profit will...
291 Views