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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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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Bangkok Bank/Permata Lowered Terms Point to Completion
On 20 April, Standard Chartered (STAN LN) and Astra International (ASII IJ) agreed with Bangkok Bank Public (BBL TB) to amend the terms of the...
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