Bank Credit Compass: Credit Tourist May Vacate if Real Fundamentals Do Not Catch-Up
Credit tourists may vacate if economic growth and real credit fundaments are not delivered. The gap between credit spreads and fundamentals is...
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Krung Thai Bank – Lower Credit Tail Risk
KRUNG THAI BANK: KTB reported a 4Q20 net profit increase of 13.0% linked quarter. KTB’s hard work controlling credit risk is paying off, as net new...
219 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
196 Views
Bangkok Bank – Going Backward
BANGKOK BANK: BBL reported weak 4Q20 results - declining 40.3% linked quarter. Results were poor across the board with negative operating jaws and...
216 Views
Siam Commercial Bank – B'assurance Masks Troubles
SIAM COMMERCIAL BANK: SCB reported an unimpressive 4Q20 result – up just 1.2% linked quarter. Were it not for strong bancassurance growth, 4Q20...
236 Views