The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Permata Bank: What Is Delaying the MTO?
On 12 December 2019, near the end of the Thai trading day, Bangkok Bank Public (BBL TB) released an announcement that it had agreed to buy the...
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Bank Credit Weekly: Risk Sentiment Retreats in Asia and US HY Markets
Asia’s high yield market underperformed as risk sentiment in both Asia and the US retreated. US spreads came under pressure following a deluge of...
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Political Pit Stop (Aug'20): Regime Jitters
MCorp Review takes a second to take stock of how stable (or unstable) the political situation is in Thailand and the impact it could have on Thai...
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B-WORK: Offers Price Upside and a Good Dividend Yield
We initiate coverage on B-WORK with a BUY recommendation based on a target price of Bt12.80, implying an upside of 13% from the current share...
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