KTC – Disconnect Remains
KTC came out with results that do not appear to support its surge in valuations during November and December. We see a disconnect with market...
315 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
546 Views
KBANK – 94% Lower Provisions
KBANK saw credit costs collapse in the quarter, understandably so, given its high level of charges during the first three quarters of the year. We...
308 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
235 Views
Kasikornan – Unconvincing Call
KASIKORNBANK: KBANK 's credit risk remains elevated, yet half of current and projected loan growth will be used for current customer relief loans....
235 Views