Thailand : A Judicial War Against Pita
The parliament vote to exclude Pita from the PM vote on July 19th highlights Thailand’s country risk, not understood by many analysts. The...
305 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
390 Views
BBL/KBANK: Hitting a Wall
BBL has outperformed KBANK over the last year. The price ratio is now close to the highs and BBL has been selling off around there. Both stocks are...
799 Views
No Traction Above $93 on ACWI-US or 4400-4415 on EURO STOXX 50. Buys in Defensives/Japan/EM
No Traction Above $93 on MSCI $ACWI or 4400-4415 on EURO #STOXX 50. Continues to reinforce our view from early-January that $93 on ACWI caps upside...
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Thai Banks 4Q22 Screener; We Reiterate that Krung Thai Is Our Top Pick
KrungThai is our top pick with its premium profitability, healthy NPL coverage, funding and valuations, along with its low PEG ratio; we also like...
447 Views