The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KKP - Small Enough To Grow
KKP remains well smaller than all the largest Thai banks, so can more easily grow. This is coming through in far better loan growth figures, even...
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KKP: High Dividend and Growth Stock
ntain our BUY call with a higher target price of Bt82 (from Bt79). Our BUY call reflects steady earnings growth, a resilient balance sheet, and...
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KKP: Growth and Dividend Plays
We initiate coverage of KKP with a BUY rating and a target price of Bt79. Our valuation is derived from a Gordon growth model (ROE 13.5%, growth...
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CHAYO: No Cheap Opportunity to Participate in High Growth
We maintain our SELL recommendation on CHAYO but raise our target price to Bt13.70 (previously Bt8.70), implying a downside of 20% from the current...
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