SCBx - Positive Strategy Development
SCB's positive strategy development to not invest in the crypto currency platform is hugely positive, but so also is the bank's improving margins...
204 Views
Thai Life Insurance IPO Trading - One for Domestics and Cornerstones
Thai Life Insurance (TLI) raised around US$975m in its Thailand IPO. Cornerstone investors, including GIC, took up around 54% of the deal. In this...
638 Views
SCB : Recovery Amidst Rising Global Risks
Maintain BUY for SCB with a target price of Bt139.00. SCB’s 2Q22 net profit came in line with our expectation of Bt10bn (+14% YoY, -1% QoQ). Asset...
319 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
282 Views
SCB X (SCB TB) - The Song Remains the Same
SCB X continues its restructuring under a new holding company to allow for a reallocation of capital towards growth tech areas and we believe this...
279 Views