Thai Banks 3Q22 Screener; Bank Ayudhya Stands Out
Of the Thai banks, Bank Ayudhya screens best on a blend of returns, credit quality & valuations; TMB Thanachart returns are improving and Krung...
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Thai Banks 2Q22 Screener; Krung Thai Stands Out
Thai Banks 2Q22 screener highlights Krung Thai; it trades on undemanding valuations and a low PEG whilst its fundamentals show its has its low cost...
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KKP - Small Enough To Grow
KKP remains well smaller than all the largest Thai banks, so can more easily grow. This is coming through in far better loan growth figures, even...
454 Views
Thai Banks Screener; Krung Thai and Kasikorn Are Our Top Picks
Within this value group of Thai banks, and with GDP recovering, our picks are Krung Thai and Kasikornbank; Bank Ayudhya is attractive but less...
419 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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