The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
183 Views
Siam Commercial Bank (SCB TB) - Let the Games Begin
Siam Commercial Bank trades at a slight premium to peers on 0.9x FY2022E PBV but has the potential to generate higher returns with the formation of...
240 Views
Top Five Thai Banks in Our Chart Screener; Kasikorn Bank (KBANK TB) Is Top
Thai banks have healthy credit quality, NPL coverage & sound capital adequacy ratios, also positive cost of risk trends support the outlook for...
220 Views
Bangkok Bank – Positive Credit Turn
BANGKOK BANK: BBL reported 4Q21 bottom-line results of THB 6.3 bn, declining 8.6% QOQ, driven by costs. BBL’s net new NPLs were negative and...
228 Views
Security Token Journal: A Pad Thai Way to Reduce Income Disparity
Here is our academic research on tokenization and the trend in Thailand. Watch this space as we will continue to update with recent debt token...
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