Banking - In-Line 4Q24 NP; Provisions to Fall in 2025E
The six banks under our coverage reported a combined net profit of Bt40.3bn in 4Q24, growing 11.4% YoY but declining 6.4% QoQ, which was in line...
264 Views
The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
429 Views
KTC - Stresses in Thailand Mass Market Credit Cards, Clear in BOT Debt Relief Measures
KTC reveals granular detail for many Bank of Thailand relief measures on consumer debt, suggesting that credit metrics are very weak, and this is...
617 Views
Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
528 Views
Banking: The Overall Profit Outlook for the Banking Sector in 4Q24E Is Not Bad
The overall 4Q24E performance of the six banks under our coverage is not bad, with a combined net profit of Bt39.2bn, up 6.9% YoY due to a decline...
286 Views