South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
507 Views
Bangkok Bank Dead Cat Bounce
Bangkok Bank Public (BBL TB) relief rally is viewed as a corrective affair within the intermediate bear cycle and nearing fresh overhead sell...
384 Views
Last Week in Event SPACE: Naspers/Prosus, Bellamy, Unizo, LSE/HKEx, Bitauto, China Biologic, Artgo
Last Week in Event SPACE ... The combination of Prosus (PRX NA) and Naspers (NPN SJ) is now below its pre-spin off level, with a look-through...
437 Views
Bangkok Bank - Foreign Premium Ticking Up
The premium on Bangkok Bank's foreign shares Bangkok Bank PCL (BBL/F TB) has gone from 7% to parity to its local shares Bangkok Bank Public (BBL...
502 Views