Thai Banks 2Q23 Screener; We Reiterate Our Positive Picks Krung Thai and Ayudhya
We reiterate our buy picks, Krung Thai and Ayudhya, among the Thai banks for their premium ROEs and pre- and post-provision profitability metrics,...
461 Views
Thailand : A Judicial War Against Pita
The parliament vote to exclude Pita from the PM vote on July 19th highlights Thailand’s country risk, not understood by many analysts. The...
466 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
513 Views
BBL/KBANK: Hitting a Wall
BBL has outperformed KBANK over the last year. The price ratio is now close to the highs and BBL has been selling off around there. Both stocks are...
1.1k Views
No Traction Above $93 on ACWI-US or 4400-4415 on EURO STOXX 50. Buys in Defensives/Japan/EM
No Traction Above $93 on MSCI $ACWI or 4400-4415 on EURO #STOXX 50. Continues to reinforce our view from early-January that $93 on ACWI caps upside...
205 Views