Siam Commercial Bank (SCB TB) - Traversing Generations
Siam Commercial Bank remains attractive on valuations and probably deserves to trade at a premium to peers given its digital credentials but more...
267 Views
The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
268 Views
Last Week In SPACE: Cosmo, Olam, Yamada Denki, Jardine Cycle/Astra, Tianneng Power/Battery, Fujitsu
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
581 Views
JCNC Is Even More Overstretched Vs. Astra
On an implied stub, NAV discount, and simple ratio (JCNC/Astra), JCNC is trading rich. Astra is an ongoing recovery play, and is inexpensive versus...
517 Views
The Week That Was in ASEAN@Smartkarma - Minor Is Major, Krung Thai Card's Creep, and Halcyon Agri
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views