Global Banks: Positioning Deep Dive
Positioning in the Banking industry group among Global equity funds stalls after US Banking failures, but non-US sentiment is improving.
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The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
239 Views
Indonesian Banks Screener; Negara Is Our Preferred Pick
Negara is our top pick of the Indonesian banks for its deep value with strong returns and sound liquidity and funding metrics; we retain our buy on...
333 Views
Pertamina Hulu Energi Early Look - The Negatives - Past Growth Record Seems Lackluster
Pertamina Hulu Energi is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note we talk about the not so positive aspects of...
456 Views
Pertamina Hulu Energi Early Look - The Positives - High Domestic Market Share
Pertamina Hulu Energi (PHE) is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note, we talk about the positive aspects of...
392 Views