BTPS – Potential Profit Surge
The high-margin Shariya lender to women only has fared exeptionally during FY20. Reserve build has been tremendous, possibly allowing for far lower...
222 Views
The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
181 Views
KTC – Disconnect Remains
KTC came out with results that do not appear to support its surge in valuations during November and December. We see a disconnect with market...
310 Views
Gojek (1379371D IJ) - Upping the Ante on Financial Services
Gojek's recent move to increase its stake in Bank Jago to 22% signals it intends to move into providing a broader range of financial services.
288 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views