BDMN/BBNP Merger Leads to BDMN Buyout Arb
In December 2017, Mitsubishi UFJ Financial (8306 JP) launched a complicated three-step process to acquire up to 40%, then up to 73.8% (or more)...
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Bank Mandiri (BMRI IJ) - Shape Shifting and Millenial Mortgages - On the Ground in J-Town
A recent meeting with Bank Mandiri Persero (BMRI IJ) in Jakarta confirmed a positive outlook for loan growth and net interest margins for 2019,...
643 Views
MUFG (8306 JP): Crowd Pleaser
Mitsubishi Ufj Financial (8306 JP)’s interims showed continued but modest profit growth overall, with the contribution from Morgan Stanley (MS US)...
411 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
457 Views
BBRI: Market Leadership Challenged by P2P?
Bank Rakyat Indonesia Perser (BBRI IJ) is a dominant market leader in the Micro and SME lending space in Indonesia with physical presence in...
459 Views