Thai Banks 1Q24 Screener; We Stick with Krung Thai for Best Value, Kasikorn for Positive Catalysts
Krung Thai is our preferred pick for its value for healthy return, solid capital ratio with Kasikornbank continuing to deliver on improving...
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TOA Paint (Thailand) (TOA TB) - An Unfortunate Turn of Events
TOA Paint is Thailand's leading decorative paints player, with a good track record but has been sold off due to its association with beleaguered...
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I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
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Thailand Short Interest Weekly (Nov 15th): Delta Electronics, Bumrungrad Hospital, CP ALL, SCC
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Bumrungrad Hospital, CP ALL, SCC.
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UOB - Profit +SGD228m YoY, Trading & Investment Income +SGD320m YoY, 3Q24 Not as Great as Headline
UOB's results were good at bottom line, but we believe that they are misunderstood. Trading, investment income drove profit delta, not net interest...
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