Ping An, Kasikornbank, Mapletree Launch Bonds; Macro; Rating Changes; New Issues; Talking Heads; ...
US markets ended the day mixed with the S&P down 0.2% and Nasdaq up 0.1%. Materials and Industrials, down 1.2% and 0.7% dragged the index while...
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KBANK: 2Q21 Result Was in Line with Our Expectation
KBANK’s net profit in 2Q21 was Bt8.89 bn (+308%YoY, -16%QoQ), in line with our expectation. We reiterate our BUY rating with a target price at...
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Bangkok Bank – Rotten To The Core
BANGKOK BANK: BBL reported a 2Q21 QOQ core operating results decline of 86.2%. The increase in net new NPLs, unknown moratorium credits, and COVID...
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KBANK: Positive Long-Term Impact from Agreement with MTL
We reiterate our BUY rating with a target price at Bt169.00, from 0.92x PBV’21E which is close to its 3-years average at 0.96xPBV
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The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
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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