Kasikornbank – Less Is More
KASIKORNBANK: KBank reported an impressive 4Q20 result - driven by a 93.8% reduction in provisions, as moratorium loans declined from 40% to 19%....
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KTC – Disconnect Remains
KTC came out with results that do not appear to support its surge in valuations during November and December. We see a disconnect with market...
305 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
527 Views
KBANK – 94% Lower Provisions
KBANK saw credit costs collapse in the quarter, understandably so, given its high level of charges during the first three quarters of the year. We...
297 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
217 Views