BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
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Bank of East Asia: New 10nc5 Tier 2 Bond Issue Is Fully Valued
Bank of East Asia (BNKEA) issued a ten non-call five-year Tier 2 US$-bond which priced at a spread of 375 basis points over similar maturity...
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Snippets #40: Thai Airways Bailout, Tycoon Successions
Five interesting news/development we noticed recently that may affect Thai equities include: Sayonara to Thai retail. Japanese retailer Isetan...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
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