TTB : Time to Start an Engine
Maintain BUY for TTB with a target price of Bt1.60. TTB reported strong 2Q22 results with a 36% YoY rise (+8% QoQ) and 20% higher than expected....
199 Views
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...
346 Views
Thai Banks Screener; Krung Thai and Kasikorn Are Our Top Picks
Within this value group of Thai banks, and with GDP recovering, our picks are Krung Thai and Kasikornbank; Bank Ayudhya is attractive but less...
307 Views
TTB: So Far so Good
We reiterate our BUY rating with a target price of Bt1.60. Our BUY call reflects (1) steady growth ahead; (2) adequate reserves against new NPLs,...
227 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
205 Views