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...
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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...
725 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...
422 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...
614 Views