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 – Too Far Too Fast?
Fundamentals have changed dramatically at KTC, but value has, where shares are on current PB of 9.5x and 49x current annualized earnings.
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Kasikornan – Unconvincing Call
KASIKORNBANK: KBANK 's credit risk remains elevated, yet half of current and projected loan growth will be used for current customer relief loans....
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KBANK – Provision Expense Collapse
The range of 3Q20 credit cost change among Thai banks is vast, from -57% to +41% QoQ, with the two similar banks, Kasikornbank PCL (KBANK TB) and...
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Thai Banks: Down But Coming Back
With Thailand's tourism industry devastated by the lockdown imposed to contain the spread of COVID-19,
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