The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
293 Views
Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
306 Views
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
287 Views
KBANK / BBL Update (With Less Permata on the Side)
At the end of February, I wrote an insight about the Kasikornbank PCL (KBANK TB) / Bangkok Bank Public (BBL TB) pair based a combination of...
295 Views
Bank Credit Weekly: HY Crowding-In; Swim Across the Riptide as Asia Earnings Begin
Crowding-in took over as global credit markets put on a strong rally following continuing aggressive moves by monetary policymakers to support...
298 Views