The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KKP - Small Enough To Grow
KKP remains well smaller than all the largest Thai banks, so can more easily grow. This is coming through in far better loan growth figures, even...
340 Views
Standard Chartered - Nickel and Dimes
The surge in nickel prices and the wrong-way trade(s) will mean bank counter-party risk, with STAN being highlighted in reports. ROA risk can be...
272 Views
TCAP - Concerns Oversized?
TCAP continues to see market capitulation well below early FY20, unlike Thai banks, despite its exceptionally high 8% dividend yield and ROA of...
238 Views
SET50 Index Rebalance Preview: Revised Methodology & Potential Changes
TIDLOR and BANPU are high probability inclusions to the SET50 in Dec while STA is a high probability deletion. DELTA and BJC could be deletes on...
496 Views