South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.
Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...
318 Views
Thailand: Despite Boom, Small Banks are Dull. Big Banks are Irresistible.
There is a boom in Bangkok, yet again. This tends to be positive for banks. It creates loan demand, both by developers and also companies making...
814 Views
Jasmine Broadband Fund - IPO relaunched but valuation offers limited upside
Jasmine Broadband Internet Infrastructure Fund (JASIF) IPO was recently re-launched, please look at our earlier insight for our full analysis....
527 Views
Be Wary of High LDR Banks at Present
A likely Russian credit and currency crisis, the weakening Euro and ineptitude of BoJ combine to create a world of worry in markets and bank...
351 Views
Compelling yield but negatives could results in lackluster debut
We would avoid the deal.We don’t expect the deal to deliver significant upside given: 1) the 8.5-9.0% yield is only marginally higher than its...
288 Views