Thai Banks – Leveraged To Tourism?
As Thailand prepares to re-open airports to foreign travel, it is worth understanding how the country appears more geared to tourism than most all...
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CHAYO: Remarkable Growth, but Would Need More
The 2Q20 results were in line with our expectations, slightly higher provisioning. We still think that CHAYO lags on enormous growth opportunities.
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
773 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
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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Siam Commercial Bank: Surprising on the Upside
We have held off commenting on SCB's Q220 results and watched shares make discrete headway after some post-earnings drift. A few weeks back, shares...
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