Thai Banks Screener; Krung Thai and Kasikorn Are Our Top Picks
Within this value group of Thai banks, and with GDP recovering, our picks are Krung Thai and Kasikornbank; Bank Ayudhya is attractive but less...
418 Views
ThaiBev BeerCo Pre-IPO - Back for Another Round
Thai Beverage plans to resume BeerCo's proposed spin-off listing. This time the company is aiming to raise less than US$1bn, as per media reports.
904 Views
Ngern Tid Lor IPO Lock-Up - A US$660m Overhang. Selldown Is a Question of When, Not If.
Ngern Tid Lor (NTL), a financial service provider based in Thailand, raised around US$1bn in its Thailand IPO in May 2021. The lock-up on its two...
530 Views
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
429 Views
BBL: Growth Momentum Intact Despite Uncertainties
Maintain our BUY call with a lower target price of Bt159 (from Bt162) reflecting an earnings downgrade. Our BUY call reflects steady earnings...
505 Views