EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
343 Views
Thai Banks 2Q22 Screener; Krung Thai Stands Out
Thai Banks 2Q22 screener highlights Krung Thai; it trades on undemanding valuations and a low PEG whilst its fundamentals show its has its low cost...
355 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
316 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...
628 Views
KBANK : Asset Quality Remains a Priority
Maintain BUY for KBANK with a target price of Bt174.00. KBANK’s 2Q22 net profit came in at Bt10.8bn (+21% YoY, -4% QoQ). Going forward, the bank...
298 Views