The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
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Battle of the Banks - BBL Vs. KBANK
Bangkok Bank Public (BBL TB) is trading at the highest price ratio relative to Kasikornbank PCL (KBANK TB) over the last two years.In this Insight,...
529 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
475 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
446 Views
Kasikornbank PCL (KBANK TB): Can KBANK Earn A High ROE Again?
Kasikornbank PCL (KBANK TB) is one of the leading SME banks in Thailand, which has seen its ROE compress over the last five years to around 10%...
543 Views