AMMB Holdings Placement - Last Selldown Did Well, This One Will Remove the Overhang
ANZ Funds is looking to raise around US$149m from selling its remaining stake in AMMB Holdings (AMM MK). In this note, we run the deal through our...
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AAMB Holdings Placement - Despite the Overhang, Momentum Has Been Decent
ANZ is looking to raise around US$242m from a portion of its stake in AMMB Holdings (AMM MK). Having written down its carrying value earlier, we...
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Malaysian Banks Screener; CIMB Improves Credit Quality Driving Post Provision Returns
CIMB remains a buy for credit quality and potential efficiency gains, we downgrade Maybank to neutral on valuations and efficiency concerns; AM...
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Malaysian Banks Screener; Stick with Value Pick CIMB and Maybank as the Quality Pick
Value play CIMB and quality play Maybank are top picks among Malaysian banks, both with strong financials and positive momentum in share price....
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The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
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