Virtual Banking: Thailand Is Finally Ready
To get ready for Thailand's virtual banking license this year, we look into Thailand’s digital wallet landscape, microfinancing, and debt...
512 Views
SCB: More Challenging Ahead from New Regulations
Maintain BUY with a target price of Bt149. Our BUY call reflects steady earnings growth, resilient asset quality, and compelling valuation. Our...
478 Views
FWD Pre-IPO - Updates from HK Filings, Trends Remain as Confusing as Ever
FWD, a pan-Asian life insurer founded by Richard Li, now aims to raise over US$1bn in its HK IPO after having tried to list in the US last year.
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The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
314 Views
Siam Commercial Bank (SCB TB) - Let the Games Begin
Siam Commercial Bank trades at a slight premium to peers on 0.9x FY2022E PBV but has the potential to generate higher returns with the formation of...
351 Views