The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
235 Views
State Bank of India: New 5.5-Year Senior - Until Downgrade Do Us Part
We derive fair value at T+150. Market demand may drive this bond inside fair value. However, given rating directionality, we believe that you buy...
409 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
249 Views
Bank Negara Indonesia – Only Big Bank With Losses, For Now
We have seen strong profit recovery at many banks globally. The profit recovery has not fully played out for many. We view BBNI's loss in the...
213 Views