Thai Banks 4Q22 Screener; We Reiterate that Krung Thai Is Our Top Pick
KrungThai is our top pick with its premium profitability, healthy NPL coverage, funding and valuations, along with its low PEG ratio; we also like...
552 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
417 Views
Bank Of Ayudhya (BAY TB) - Thai Retail Wizard Moving to ASEAN
Bank Of Ayudhya (BAY TB), now branded as Krungsri, is a unique Thai bank with high-quality retail exposure, a low-risk corporate loan book, and a...
406 Views
BBL/KBANK: Huge Outperformance as BBL Nears NVDR Limit
BBL has outperformed KBANK by 33% over the last 11 months. The price ratio is nearing the high end of the historical range. BBL trades at a higher...
517 Views
Siam Commercial Bank (SCB TB) - Traversing Generations
Siam Commercial Bank remains attractive on valuations and probably deserves to trade at a premium to peers given its digital credentials but more...
336 Views