The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
BBTN: Cheapening as Fundamentals Erode
Bank Tabungan Negara Persero (BBTN IJ) may look as if it has a dominant safe mortgage franchise. But we have seen how this can pan out. Asset...
351 Views
MUFG (8306 JP): No Harm in Waiting (1Q FY3/2020 Results Comment)
Overall, Mitsubishi Ufj Financial (8306 JP)’s 1Q FY3/2020 results were encouraging. Japan’s biggest financial group looks well-placed to...
336 Views
The Week that Was in ASEAN@Smartkarma - Ace Hardware, Thai Retail, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
449 Views
Indonesian Banks: A Quantamental Approach.
Indonesian banks seem to be all the rage with international fund managers as pointed out by Steven Holden in a recent fund flow analysis GEM...
468 Views