The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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SCB Trades Size for Relevance
The Laggard. Although we have not lost a dime investing in SCB thus far, it is fair to say that the stock has underperformed most of the large Thai...
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Aiful – Sawasdee Ka
* Domestic Japanese lending business has new customer acquisition tracking above target, reflecting positive changes in the current environment for...
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MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
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TMB Bank - Going Nowhere…Fast
* TMB Bank’s (TMB.TB) run of improving fundamentals have come to an end; * The core niche SME loan segment hasn’t grown for several quarters, and...
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