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...
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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...
477 Views
Ammb Holdings Berhad - Steady Progress
The Group reported a steady 4QFY22 core net profit of RM391.7m (+428.0% YoY, - 2.9% QoQ), with the stronger YoY performance due to heftier loan...
205 Views
Cautiously Optimistic Following Downtrend Reversals; Japan Continues to Lead; Bottoms-Up Stock Rec's
The bear market rally that we were on watch for started last week, confirmed by the bullish reversals on the DAX, Hang Seng, MSCI China $MCHI, and...
542 Views
Malayan Banking – Heightened Credit Risk
MAYBANK: Maybank reported QOQ 4Q21 NPAT increase of 22.1%, reflecting revenue improvement and a provision cut. NPLs accelerated while reserves...
184 Views