Battle of the Banks Round 3 - BBL Vs. KBANK
Following on from our earlier Insight, Battle of the Banks Round 2 - BBL Vs. KBANK, Bangkok Bank Public (BBL TB) has outperformed Kasikornbank PCL...
492 Views
AUCT: Safe-Haven Stock in the Thai Market
We initiate coverage of AUCT with a BUY rating, based on a target price of Bt11.5, which is derived from 24xPE’20E, in line with the valuation of...
388 Views
Kasikornbank (KBANK): 2020 Targets Below Expectations
Kasikornbank PCL (KBANK TB) released the 2020 targets a day after their earnings, which were below expectations. After reviewing the guidance, we...
381 Views
Kasikornbank (KBANK TB): 3Q19 Earnings Underscore Credit Quality Concerns
Kasikornbank PCL (KBANK TB) reported 3Q19 net profit of Bt 9.95bn (up 2% yoy), meeting consensus estimates. The bank booked impairments on loans of...
396 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Dept Stores, Philippine Hospitals, and Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views