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...
295 Views
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...
341 Views
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...
365 Views
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...
328 Views
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...
368 Views