Asian Bank HY Credit Weekly: What Looks Mispriced Entering 2020
Risk-on market sentiment pushed Asian bank High Yield and X-over Subordinated debt, as well as X-over Senior Unsecured US$-bond spreads tighter in...
478 Views
Quiddity Philippines M&A Guide 2019
This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) is publishing to aid investors in...
606 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views
BDO Unibank Placement - It Has Come Full Circle
Khazanah is looking to sell about 83m shares of BDO Unibank Inc (BDO PM) worth about US$222m. Sm Investments (SM PM) will be buying about US$100m...
496 Views
Philippine National Bank – The Beginning of Recognition
It has taken some time, but finally Philippine National Bank (PNB PM) is being recognized by the market. To us though, this is only the beginning....
592 Views