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...
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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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