Battle of the Banks - BBL Vs. KBANK
Bangkok Bank Public (BBL TB) is trading at the highest price ratio relative to Kasikornbank PCL (KBANK TB) over the last two years.In this Insight,...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
429 Views
Kasikornbank PCL (KBANK TB): Can KBANK Earn A High ROE Again?
Kasikornbank PCL (KBANK TB) is one of the leading SME banks in Thailand, which has seen its ROE compress over the last five years to around 10%...
525 Views
Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
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