Krung Thai Bank: Not as Cheap as It Looks
Originally, Krung Thai Bank Pub (KTB TB) struck us as interesting. A solid PH Score™, reasonable franchise valuation and P/Book, and a low...
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Last Week in Event SPACE: Harbin Electric, MYOB, TMB Bank, Halla Holdings
Last Week in Event SPACE ... Just how will Harbin Electric Co Ltd H (1133 HK)'s independent directors justify recommending an Offer to...
845 Views
The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
789 Views
Snippets #15: Central's Big Plans, BAY's Big Garage Sale
In a barrage of last minute news flow in the month, we came up with another unexpected 5-pack Snippets. There's something about September we can't...
433 Views
Sathorn Series I: TMB's PartialDivestment & The Laos Flood Spillover
A quick heads-up on two recent events in Thai banking sector: TMB agreed to sell 65% stake of its asset management arm TMBAM to Prudential ( See...
445 Views