Special Report: Is DeepSeek an AI Game-Changer?
The rapid rise in the popularity of DeepSeek has generated excitement across the online world, while its cost efficiency has sent shockwaves...
213 Views
Special Report: FMS for January 2025
The January 2025 Global Fund Manager Survey, conducted among 182 global fund managers with a total AUM of USD513bn, found that they remain positive...
406 Views
Thai Banks 4Q24 Screener; Krung Thai (KTB TB) Is in the Early Re-Rating Stages
We emphasize Krung Thai as our core value pick among Thai banks; its strong capital ratios, healthy credit quality and premium returns warrant its...
735 Views
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...
428 Views