Virtual Banking: Thailand Is Finally Ready
To get ready for Thailand's virtual banking license this year, we look into Thailand’s digital wallet landscape, microfinancing, and debt...
358 Views
CHAYO: No Cheap Opportunity to Participate in High Growth
We maintain our SELL recommendation on CHAYO but raise our target price to Bt13.70 (previously Bt8.70), implying a downside of 20% from the current...
334 Views
CHAYO: High Growth Expectations Make It Hard to Outperform
We change our recommendation on CHAYO to SELL from HOLD but raise our target price to Bt8.70 (previously Bt7.30), implying a downside of 22% from...
257 Views
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
380 Views
Financial Beneficiaries of Pandemic: SAWAD and Chayo
Banks haven't done well in 2020, but subprime lenders like SAWAD and debt collectors like Chayo are having a field day. Find out the secret from...
329 Views