The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?; Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
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Sathorn Series B: KBANK Goes to Indonesia
KBANK announced the acquisition of a 10% stake in Indonesia’s Maspion bank, sending its stock soaring above Bt200/sh resistance level for the first...
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Thailand Has Asia's Most Profitable Lender: KTC
There is little in Asian banking that compares with Thailand’s Krungthai Card Pcl (KTC TB). It is the ultimate play on consumer lending, which is...
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The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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