Opinions
Mark Grammer
Kasikorn Bank
KBANK-BBK
PAST TOP PICK
Mar 22, 2018
N/A
Stock price when the opinion was issued
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(A Top Pick April 20, 2017. Up 16.98%). This is one of the biggest banks in Thailand. This is conservatively run. The economy slowed down last year during a year-long period of mourning for the deceased Thai monarch. That has finished and the economy is picking back up. He expects infrastructure spending to increase, which will filter into small and midsize enterprises which is Kasikornbank’s sweet spot.