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Thailand
Insights on Thailand

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bearishMacroeconomics
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...

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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...

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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...

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04 Nov 2024 23:14Broker

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.

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bullishErawan Group
04 Nov 2024 23:12Broker

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)

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