ANZ - ACCC Denies ANZ's Takeover of Suncorp, May Be Positive for ANZ After All
ACCC denies ANZ takeover of Suncorp, which can be positive for ANZ. Focus now on its better credit metrics, less Australia lending than peers and...
440 Views
KLCI Index Rebalance Preview: No More Glovemakers in the Index (Or How the Mighty Have Fallen)
QL Resources and AMMB could replace Top Glove and Hartalega in the KLCI. That would mean no glove makers in the index, down from a near 20% index...
628 Views
Malaysian Banks June 2022 Screener; CIMB Is Our New Value Pick
We add CIMB to the buy list, keep RHB and we remove Maybank; CIMB has positive post-provision return trends and undemanding valuations; RHB has...
384 Views
The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
217 Views
KLCI Index Rebalance Preview: The Gloves Could Come Off
AMMB and QL Resources could replace Hartalega and Top Glove in the KLCI at the December rebalance. Westports is a close add, while Top Glove needs...
433 Views