Bangkok Bank: Deal or No Deal, Shares Are Too Depressed
Bangkok Bank Public (BBL TB) reported encouraging headline trends at FY19, materialised in a strong PH Score™ of 8.5. There were positive changes...
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Asian Bank HY Credit Weekly: New Issuance and Asian Credit Spreads
Spread tightening continued apace as investors put money to work in the global new issue market while questioning the sustainability of recent...
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Smartkarma Originals
Thailand: A Two-Player Retail Market? - CPALL and Berli Jucker
In this next part of a Smartkarma Originals Series on ASEAN Retail, we look at Thailand and specifically two companies including CP All PCL (CPALL...
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Snippets #31: PTTOR Intro, LTF Replacement
Five interesting trends/development that may involve Thai equities include: Thai household debts now highest in the ASEAN region and second only...
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AUCT: Safe-Haven Stock in the Thai Market
We initiate coverage of AUCT with a BUY rating, based on a target price of Bt11.5, which is derived from 24xPE’20E, in line with the valuation of...
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