Lexin Fintech – China Consumer Lending Agent with 19% ROA
The profit profile of Lexinfintech Holdings (LX US) is exceptional. The company’s earnings have steadily moved in the right direction, from high...
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Muthoot Finance – Top ROA Lender, with 116 Tons of Gold!
India’s non-banking finance company (NBFC), Muthoot Finance (MUTH IN; "MTF"), lends against gold, arguably the best collateral of all. Its gold...
688 Views
Aeon Credit Service (Asia) – Giant Yield and ROA, but at Low Price
As we expand over analysis of exceptionally high yield lenders, we continue to see interesting ideas outside of mainstream commercial banks. Aeon...
517 Views
Thailand – KTC Defies the Sceptics
Krungthai Card (KTC TB) shows all too clearly how to keep profit growth high, rising from 20%, to 33% and to 56%, from 2016 through 2018. There are...
538 Views
The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
570 Views