Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
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The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
583 Views
Kiatnakin: Downward Trends Reinforce Our Cautious Stance
Kiatnakin Bank (KKP TB) may be falling behind its targets for profitability, credit costs, and loan growth but we are more concerned about eroding...
432 Views
Kiatnakin Bank: Metamorphosis
We are somewhat cautious about the leveraged state of the Thai consumer as elsewhere (Malaysia, South Korea, Scandinavia etc).Kiatnakin Bank (KKP...
579 Views
Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
565 Views