BBL : Quality Growth and Good Value
Maintain BUY for BBL with a target price of Bt159.00. Given expected lower provisions and higher net interest income, we expect BBL’s net profit in...
105 Views
Thai Life Insurance IPO Trading - One for Domestics and Cornerstones
Thai Life Insurance (TLI) raised around US$975m in its Thailand IPO. Cornerstone investors, including GIC, took up around 54% of the deal. In this...
633 Views
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...
322 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...
277 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...
307 Views