BBL : Sustaining Growth Amid Uncertainty
Maintain BUY for BBL with a target price of Bt159. withstand uncertainty, sustainable profit growth, potential benefits from an upcycle of interest...
312 Views
SCB X (SCB TB) - The Song Remains the Same
SCB X continues its restructuring under a new holding company to allow for a reallocation of capital towards growth tech areas and we believe this...
269 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
296 Views
SCB - Steady Lending, Capital Growth
The delta in tourism can be a boon for large Thai banks. SCB will provide a special mid-year dividend, possibly a turning point. If pending deal...
298 Views
Green Banking in ASEAN: An Assessment of ASEAN Banks' Sustainable Finance Policies
ASEAN needs billions (probably trillions) in climate finance, and ASEAN banks are poised to play a vital role. This is an assessment of sustainable...
561 Views