The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Kiatnakin: Downward Trends Reinforce Our Cautious Stance
Kiatnakin Bank (KKP TB) may be falling behind its targets for profitability, credit costs, and loan growth but we are more concerned about eroding...
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Kiatnakin Bank: Metamorphosis
We are somewhat cautious about the leveraged state of the Thai consumer as elsewhere (Malaysia, South Korea, Scandinavia etc).Kiatnakin Bank (KKP...
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Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
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Sathorn Series 10: The Return of Yuanta
Big Disruption on Sathorn. The Thai brokerage industry is in for a big disruption, as Taiwanese broker Yuanta said that they are returning to...
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