The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
396 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...
405 Views
Green Banking in ASEAN: An Assessment of ASEAN Banks' Sustainable Finance Policies
ASEAN needs billions (probably trillions) in climate finance, and ASEAN banks are poised to play a vital role. This is an assessment of sustainable...
703 Views
BBL : So Far so Good
Maintain BUY for BBL with a target price of Bt159.00. We like its strong balance sheet to withstand uncertainty, sustainable profit growth,...
437 Views
Thai Life Insurance IPO - Can’t Pinpoint the Upside
Thai Life Insurance (TLI) is looking to raise up to US$975m in its upcoming Thailand IPO. Cornerstone investors including GIC have taken up around...
656 Views