Lexin Fintech – China Consumer Lending Agent with 19% ROA
The profit profile of Lexinfintech Holdings (LX US) is exceptional. The company’s earnings have steadily moved in the right direction, from high...
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The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
482 Views
Krungthai Card - Performing in All Line Items
Thailand’s Krungthai Card (KTC TB) continues to impress. What makes the story so powerful is the multifaceted strength of the credit card and...
444 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
544 Views
Aeon Credit Service (Asia) – Giant Yield and ROA, but at Low Price
As we expand over analysis of exceptionally high yield lenders, we continue to see interesting ideas outside of mainstream commercial banks. Aeon...
526 Views