Bank of Philippine Islands – Lots Of Wood To Chop
BANK OF THE PHILIPPINE ISLANDS: BPI reported a 23.1% linked quarter earnings decline in 4Q20. Results were difficult across the board for BPI,...
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The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
235 Views
State Bank of India: New 5.5-Year Senior - Until Downgrade Do Us Part
We derive fair value at T+150. Market demand may drive this bond inside fair value. However, given rating directionality, we believe that you buy...
409 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Bank Credit Weekly: Krampus Is Coming to Town: Fed, Stimulus & Brexit to Taunt Over-Eager Investors
3-macro event outcomes this week may taunt over-eager investors. US-$ strength could halt the recent rally in Asia and broader EM US$-denominated...
302 Views