KBANK: Upgrade TP to Factor in Better Loan Growth Prospect
We reiterate our BUY rating with a new target price at Bt169.00 (+13% from previous TP), derived from 0.92x PBV’21E which is higher than Asia-ex...
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Thai Banks – Golden
Thai banks are leveraged to a re-opening of the country to tourism and can benefit at the same time from a newly proposed NPL warehouse scheme.
287 Views
Bank Credit Weekly: One Size Does Not Fit All
Performance attributes varied amongst bank credit classes. Short duration in IG financials combined with high credit spreads in HY and more...
174 Views
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
415 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Microlending, and REITs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
245 Views