Thai Banks Screener; Krung Thai and Kasikorn Are Our Top Picks
Within this value group of Thai banks, and with GDP recovering, our picks are Krung Thai and Kasikornbank; Bank Ayudhya is attractive but less...
306 Views
TTB: So Far so Good
We reiterate our BUY rating with a target price of Bt1.60. Our BUY call reflects (1) steady growth ahead; (2) adequate reserves against new NPLs,...
224 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
201 Views
Top Five Thai Banks in Our Chart Screener; Kasikorn Bank (KBANK TB) Is Top
Thai banks have healthy credit quality, NPL coverage & sound capital adequacy ratios, also positive cost of risk trends support the outlook for...
232 Views
TTB: Focusing on Quality Growth
We reiterate our BUY rating with a target price at Bt1.60. Our BUY call reflects (1) steady growth ahead; (2) adequate reserves against new NPLs,...
180 Views