FWD Pre-IPO - The Negatives - Strategy Remains Unclear
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 the not so pleasant...
632 Views
The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
403 Views
FWD Pre-IPO - The Positives - Growing Fast
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 the positive...
615 Views
SCB: SCBX Will Unlock Potential Growth in the Long-Term
Despite positive view to its business restructuring under SCBX and a spin-off Card X, huge loan base of Bt2.3tn could imply that group’s earnings...
445 Views
SCB: Largest Retail Loan Portfolio Amongst Big Banks
We initiate coverage on SCB with a BUY rating, based on a target price of Bt 124.50. Our target price derived from 0.99xAVG PBV (target ROE at 8.2%...
324 Views