The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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IPO Radar: Supalai REIT, Office Tower Operator on Rama 3
Supalai REIT is another single asset REIT on Rama 3. Our valuation range is Bt11.5-11.7/unit, and we recommend participating in the IPO for the...
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IPO Radar: TQR, Small Cap Reinsurer With Strong Potential
TQR is a new insurance reinsurer small cap IPO. Any price under Bt4.7/sh looks really compelling for a sector that benefits from the pandemic and a...
368 Views
MUFG (8306 JP): Wavering in the Ranks
Interim results for MUFG (8306 JP) highlighted the fragility of the profit contribution from some of its recent overseas acquisitions, with credit...
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Nine Reasons Why Thai Banks Should Be Worry About in the Future
Brett King's bestseller sheds spotlight on one of the world's largest sector anywhere. Is the business model dead? Do regulators get it? Are you...
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