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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CHAYO: When the Going Gets Tough, CHAYO Gets Going
We initiate coverage on CHAYO with a SELL recommendation based on a target price of Bt6.90, implying a downside of 12% from the current price. We...
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The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
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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Sathorn Series O: Thai Banks Expand Abroad
The high levels of economic maturity and slower economic growth has sent Thailand's top banks looking more seriously for growth abroad than it has...
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Thai Corona Crisis (May): HomeComing and Back to Business Themes
As number of new cases decline, Thailand eases on the measures while keeping an eye on the COVID-19 comeback due to its citizens returning from...
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