The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
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Banking - Banks’ Overall Earnings Outlook in 3Q24E Not Particularly Impressive
The 3Q24E performances of the four mid- to large-sized banks under our coverage should not be particularly impressive, reflecting cautious market...
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Asian Banks - Wide Variance in Credit Growth, and in Delta of Growth Rates in Recent Months
There is a wide variance of domestic loan growth rates in Asian countries, one must be highly selective. There are implications for growth of net...
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Banking - Small Banks Likely to Gain from Rate Cuts - October 1, 2024
KTX has revised its outlook on the policy interest rate, anticipating a potential 25 bps cut in 4Q24E, following the sharp appreciation of the...
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Special Report – Vayupak Fund 1 (VAYU1)
KTX expects that the sale of Type A investment units of the Vayupak 1 Fund (VAYU1), scheduled for September 16-20, will meet the target of Bt150bn
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