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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Reality Check XXI: How Much Upside Can SCB Squeeze From Branch Downsizing?
SCB's CEO recently cited some interesting statistics about how transactions were rapidly moving from branches to mobile apps. The logical thing to...
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StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
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The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Kiatnakin: Downward Trends Reinforce Our Cautious Stance
Kiatnakin Bank (KKP TB) may be falling behind its targets for profitability, credit costs, and loan growth but we are more concerned about eroding...
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