The Week That Was in ASEAN@Smartkarma - Digital Finance, Microlending, and REITs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Credit Weekly: Asia Credit Outperforms Despite Treasury Tantrum
Global bank bond prices fell by less than their benchmark notes, resulting in a bout of credit outperformance. Given the rate of change, there are...
187 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
207 Views
Last Week in Event SPACE: Brilliance China, Harmonic Drive, Sawada, Japan Asia, Naspers/Tencent
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
328 Views
KBANK: Outstanding Loan Growth and Cheap Valuation
We initiate coverage of KBANK with a BUY rating, based on a target price of Bt149, or 0.81xPBV’21E. Our target price is derived from 0.1x PBV-to...
224 Views