The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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Sathorn Series B: KBANK Goes to Indonesia
KBANK announced the acquisition of a 10% stake in Indonesia’s Maspion bank, sending its stock soaring above Bt200/sh resistance level for the first...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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Bank Tabungan Pensiunan Nasional: Misunderstood Small-Cap Bank with a 40% Upside Potential
Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ) is a misunderstood small cap bank stock given 1) digital banking/branchless initiatives 2)...
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Bank Tabungan Negara: Mortgage Powerhouse in a Sweet Spot
Bank Tabungan Negara Persero (BBTN IJ) is a mortgage powerhouse, with a leading 34% market share in the country. Importantly, mortgage is in a...
333 Views