KBANK : Asset Quality Remains a Priority
Maintain BUY for KBANK with a target price of Bt174.00. KBANK’s 2Q22 net profit came in at Bt10.8bn (+21% YoY, -4% QoQ). Going forward, the bank...
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SCB X (SCB TB) - The Song Remains the Same
SCB X continues its restructuring under a new holding company to allow for a reallocation of capital towards growth tech areas and we believe this...
400 Views
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