Thai Banks 4Q24 Screener; Krung Thai (KTB TB) Is in the Early Re-Rating Stages
We emphasize Krung Thai as our core value pick among Thai banks; its strong capital ratios, healthy credit quality and premium returns warrant its...
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The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
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KTC - Stresses in Thailand Mass Market Credit Cards, Clear in BOT Debt Relief Measures
KTC reveals granular detail for many Bank of Thailand relief measures on consumer debt, suggesting that credit metrics are very weak, and this is...
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Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
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Thailand Short Interest Weekly (Dec 27th): Bangchak, Gulf Energy Development
We analyzed SET short interest report for the past week and highlighted short interest changes in Bangchak, Gulf Energy Development.
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