Hana Microelectronics Placement - Stock Has Been Doing Well, Unclear if Deal Is Well Flagged
Hana Microelectronics (HANA TB) aims to raise up to US$105m to finance expansion of Hana’s silicon carbide strategy including PMS (Power Master...
528 Views
Thai Credit Bank Pre-IPO - The Negatives - Although NPLs Are Rising, and Market Seems Fragmented
Thai Credit Bank PCL (3674238Z TB) is looking to raise US$300m from its upcoming Thailand IPO via selling a mix of primary and secondary shares in...
548 Views
Thai Banks 2Q23 Screener; We Reiterate Our Positive Picks Krung Thai and Ayudhya
We reiterate our buy picks, Krung Thai and Ayudhya, among the Thai banks for their premium ROEs and pre- and post-provision profitability metrics,...
371 Views
Thailand : A Judicial War Against Pita
The parliament vote to exclude Pita from the PM vote on July 19th highlights Thailand’s country risk, not understood by many analysts. The...
313 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
404 Views