I-Tail Corporation Pre-IPO - Initial Thoughts on Valuation
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
266 Views
Thai Banks 3Q22 Screener; Bank Ayudhya Stands Out
Of the Thai banks, Bank Ayudhya screens best on a blend of returns, credit quality & valuations; TMB Thanachart returns are improving and Krung...
108 Views
I-Tail Corporation Pre-IPO - Peer Comparison
I-Tail Corporation, an OEM in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of Thai Union Group. In this note,...
269 Views
KTB : More Moderate Growth Ahead
Upgrade to BUY (from HOLD) with a higher target price of Bt20.20. Our BUY call reflects its resilient balance sheet, higher ROE prospects, and more...
113 Views
The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
214 Views