The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
454 Views
BBL/KBANK: Huge Outperformance as BBL Nears NVDR Limit
BBL has outperformed KBANK by 33% over the last 11 months. The price ratio is nearing the high end of the historical range. BBL trades at a higher...
567 Views
Siam Commercial Bank (SCB TB) - Traversing Generations
Siam Commercial Bank remains attractive on valuations and probably deserves to trade at a premium to peers given its digital credentials but more...
358 Views
Kasikornbank PCL (KBANK TB) - Replanting the Seeds of Growth
Kasikornbank is a core holding for exposure to Thailand's tourism-driven recovery through its SME exposure. Valuations are attractive with the bank...
379 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
629 Views