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Insights on Thailand
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bearish
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Macroeconomics
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05 Nov 2024 16:00
Regional Economics: Trouble Ahead for Asian Trade?
Warning signs are emerging for trade in Asia as export orders contract and key sectors face challenges, suggesting a potential premature tapering...
Manu Bhaskaran
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26 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 11:30
Thematic Report: Slowdown in India's Credit Sector
RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...
Nimish Maheshwari
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66 Views
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bullish
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Cross Asset Strategy
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04 Nov 2024 23:46
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
Angus Mackintosh
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202 Views
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bullish
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Minor International
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04 Nov 2024 23:14
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Broker
Minor International - 2024E Earnings Already Peaked for the Year
We have downgraded our rating to Outperform (previously Buy) due to a more negative outlook on the long-term earnings growth prospects.
Krungthai XSpring
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117 Views
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bullish
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Erawan Group
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04 Nov 2024 23:12
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Broker
The Erawan Group - Weak 3Q24E Earnings
We downgrade our rating to Outperform (from Buy) after revising our long-term profit growth outlook to steady (previously strong)
Krungthai XSpring
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115 Views
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