K Bank IPO Valuation Analysis (Key Beneficiary of Stablecoin Expansion in Korea)
K Bank's IPO bookbuilding started on 4 February. Since our last report (14 January), Kakaobank (323410 KS) (key comp)'s share price is up 17%....
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Krungthai XSpring Zoom Eng. August 25, 2026
The 30-year US Treasury yield remained elevated at 5.2% amid concerns over tighter liquidity ahead, as the US Treasury plans to use its cash...
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Krungthai XSpring Technical Eng. August 25, 2026
The SET Index came under pressure from several negative factors, including escalating tensions in the Middle East, rising US bond yields, and a...
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KTX AHEAD: Jackson Hole 2026: Fed May Fight Inflation Through Its Balance Sheet Rather Than Interest Rates (“Monetary Barbell”)
A "double liquidity squeeze," driven by the Fed's balance-sheet tightening and the US Treasury's use of short-term borrowing to fund buybacks of...
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Krungthai XSpring Zoom Eng. August 24, 2026
SET expected to extend gains, supported by fund inflows ahead of Thailand Focus The US may further expand buybacks of medium- to long-term...
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