Ngern Tid Lor IPO: Valuation Insights
At the IPO price range of THB34.00-36.50, TIDLOR will raise total gross proceeds of $1.0-1.1 billion. Our valuation analysis suggests that TIDLOR...
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Ngern Tid Lor IPO Initiation: Finance on Four Wheels
TIDLOR has launched an IPO to raise up to THB33 billion ($1.1 billion). For investors willing to ride the current market uncertainty, we believe...
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Srisawad – High Margin Lending To The Un-Bankable
Finance companies can benefit like banks, from a re-opening of Thailand. SAWAD has seen strong profit growth in FY20, unlike most global...
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The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Financial Beneficiaries of Pandemic: SAWAD and Chayo
Banks haven't done well in 2020, but subprime lenders like SAWAD and debt collectors like Chayo are having a field day. Find out the secret from...
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