The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Bangkok Bank: Deal or No Deal, Shares Are Too Depressed
Bangkok Bank Public (BBL TB) reported encouraging headline trends at FY19, materialised in a strong PH Scoreā¢ of 8.5. There were positive changes...
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Snippets #35: KBANK's Burmese Toehold, Tim Hortons Comes to Thailand
Five interesting news/developments we recently spotted that could influence Thai equities include: KBANKĀ announces plans to acquire a 35% stake in...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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