MUFG & PT Mandala Multifinance - Too Small To Matter, LT Perspective ROA Is Key
MUFG's purchase of Mandala in Indonesia may sound enticing, but the reality is that this is too small to matter, while perspective shows no major...
266 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
Thai Banks 4Q22 Screener; We Reiterate that Krung Thai Is Our Top Pick
KrungThai is our top pick with its premium profitability, healthy NPL coverage, funding and valuations, along with its low PEG ratio; we also like...
464 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views
Bank Of Ayudhya (BAY TB) - Thai Retail Wizard Moving to ASEAN
Bank Of Ayudhya (BAY TB), now branded as Krungsri, is a unique Thai bank with high-quality retail exposure, a low-risk corporate loan book, and a...
340 Views