The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
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Cimb Group (CIMB MK): Lack Of Catalysts Keep Us On The Sidelines
Cimb Group Holdings (CIMB MK) is the second largest Malaysian bank, which is trading at low valuation multiples (forward P/E of 9.6x, and P/B of...
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MyEG (MYEG): Revenge of the Fallen
There are a few things that have taken place in the past few months for MyEG; share price of MyEG has been sold off due to a close association with...
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Malaysia Banks – The Small, Nimble, Retail Banks Can Survive the Purge
The newly elected government in Malaysia is cutting infrastructure projects, including the Kuala Lumpur to Singapore high-speed rail. At the same...
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21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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