The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KTB : Normalization Is Underway
Maintain BUY with a target price of Bt20.20. We maintain our views on KTB’s business outlook after attending the analyst meeting, despite a...
263 Views
I-Tail Corporation Pre-IPO - Initial Thoughts on Valuation
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
261 Views
Thai Banks 3Q22 Screener; Bank Ayudhya Stands Out
Of the Thai banks, Bank Ayudhya screens best on a blend of returns, credit quality & valuations; TMB Thanachart returns are improving and Krung...
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I-Tail Corporation Pre-IPO - Peer Comparison
I-Tail Corporation, an OEM in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of Thai Union Group. In this note,...
266 Views