TCAP - Concerns Oversized?
TCAP continues to see market capitulation well below early FY20, unlike Thai banks, despite its exceptionally high 8% dividend yield and ROA of...
232 Views
Thailand Financials – High Yield & Reflation
Recovery is still likely in coming quarters given developments. Low rates will remain, and this makes high dividend yield financials more interesting.
246 Views
Ngern Tid Lor Pre-IPO - Pre-COVID Growth Track Record Has Been Very Strong
Ngern Tid Lor (NTL), a financial service provider based in Thailand, aims to raise around US$750m via selling a mix of primary and secondary shares...
505 Views
Kasikornan – Unconvincing Call
KASIKORNBANK: KBANK 's credit risk remains elevated, yet half of current and projected loan growth will be used for current customer relief loans....
214 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
194 Views