Top Five Thai Banks in Our Chart Screener; Kasikorn Bank (KBANK TB)Â Is Top
Thai banks have healthy credit quality, NPL coverage & sound capital adequacy ratios, also positive cost of risk trends support the outlook for...
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Bangkok Bank – Positive Credit Turn
BANGKOK BANK: BBL reported 4Q21 bottom-line results of THB 6.3 bn, declining 8.6% QOQ, driven by costs. BBL’s net new NPLs were negative and...
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Security Token Journal: A Pad Thai Way to Reduce Income Disparity
Here is our academic research on tokenization and the trend in Thailand. Watch this space as we will continue to update with recent debt token...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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FWD Pre-IPO - Thoughts on Valuation
FWD, a pan-Asian life insurer founded by Richard Li, aims to raise up to US$3bn in its US IPO. In this note we will talk about our thoughts on...
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