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...
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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....
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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...
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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...
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