The Week That Was in ASEAN@Smartkarma - Total Acess & True, Carro & Ninja Van Plus Indonesian Banks
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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MTC : Earnings Recovery Is Underway
We initiate coverage of MTC with a BUY rating and a target price of Bt54.00. We expect MTC’s net profit to rebound by 14% in 2022 and continue...
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Monthly Report - August 2022
We expect the SET Index to move up, with the support at 1,555/1,530 points and the resistance at 1,600/1,616 points, on the back of foreign...
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Ngern Tid Lor IPO Lock-Up - A US$660m Overhang. Selldown Is a Question of When, Not If.
Ngern Tid Lor (NTL), a financial service provider based in Thailand, raised around US$1bn in its Thailand IPO in May 2021. The lock-up on its two...
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Virtual Banking: Thailand Is Finally Ready
To get ready for Thailand's virtual banking license this year, we look into Thailand’s digital wallet landscape, microfinancing, and debt...
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