The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
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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TCB: Subpar Trends and Valuation Leave Us Unconvinced
Steven Holden pinpoints Vietnam record ownership as a key theme for 2020. Steve explains: "the percentage of GEM funds with exposure to Vietnamese...
364 Views
Vietnam Banking Sector - Stop, It Hurts
* Moody's Weak Credit Rating Assigned; * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
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2018 Strategy Report: "Confront the Big Waves"
2018 marks the third year of the 2016-2020 Socio-Economic Development Plan which concentrates on institutional reforms and business environment...
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Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of Level 3 asset and net open short F/X position. Loan loss reserves need...
249 Views