AREIT Placement - Parent Is Buying High and Selling Low
Ayala Land Inc (ALI PM) aims to raise around US$121m via selling around 11% of Areit (AyalaLand REIT) (AREIT PM). In this note, we run the deal...
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The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Asia United Bank: Strong Fundamental Momentum
Asia United Bank (AUB PM) may not ring many bells with GEM managers. This is a small-cap lender that we argue fits snugly into a small-cap fund.But...
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The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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