CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
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Bangkok Bank/Permata – Tender Price and Deal Update
Bank Permata (BNLI IJ) reported its 1Q20 results on 8 May. The 1Q20 performance was creditable and will provide Bangkok Bank Public (BBL TB)/BBL...
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Permata Bank Q1 Announced; MTO Likely On Its Way
Bank Permata (BNLI IJ) on Saturday announced its Q1 2020 results (consolidated, press release here) on Saturday, and as expected, there was a...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
294 Views
Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
309 Views