The Week That Was in ASEAN@Smartkarma- Indonesian Healthcare, Singapore REITs, and Regional Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
316 Views
AmBank: Value in Times of Moral Hazard
It is unsurprising that investors should be rather cool on Malaysia. The political farce and volatility has impacted sentiment amidst calls for...
417 Views
Maybank – Doubling Credit Costs
Malayan Banking (MAY MK) reveals dramatic deterioration in two key markets. There are important implications for coming quarters, as conditions are...
339 Views
The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
432 Views
Malaysian Banks: Winners & Losers
Malaysia's banks are not an especially cheap space by regional or global peers: in comparison with say China, Taiwan, or South Korea.However, there...
485 Views