The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 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...
639 Views
KBANK : Asset Quality Remains a Priority
Maintain BUY for KBANK with a target price of Bt174.00. KBANK’s 2Q22 net profit came in at Bt10.8bn (+21% YoY, -4% QoQ). Going forward, the bank...
308 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...
279 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...
309 Views