The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
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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Last Week in Event SPACE: Bank Permata, Li & Fung, Ricoh, Allied Props, DP World, Caltex, Sing Air
Last Week in Event SPACE ... Bank Permata (BNLI IJ)'s terms have been lowered. Investors currently long Bank Permata should understand what is...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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KBANK / BBL Update (With Less Permata on the Side)
At the end of February, I wrote an insight about the Kasikornbank PCL (KBANK TB) / Bangkok Bank Public (BBL TB) pair based a combination of...
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Bank Permata Terms Lowered; Offer May Come Earlier
Yesterday, Standard Chartered (STAN LN) and Astra International (ASII IJ) announced (StanChart (English), Astra (bahasa)) they had signed an...
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