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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The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
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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KBANK / BBL Update (With Less Permata on the Side)
At the end of February, I wrote an insight about the Kasikornbank PCL (KBANK TB) / Bangkok Bank Public (BBL TB) pair based a combination of...
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Bank Credit Weekly: HY Crowding-In; Swim Across the Riptide as Asia Earnings Begin
Crowding-in took over as global credit markets put on a strong rally following continuing aggressive moves by monetary policymakers to support...
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Bangkok Bank/Permata Tender Offer Spread: Finely Poised
On 12 December 2019, Bangkok Bank Public (BBL TB)/BBL agreed to buy 89.12% of Bank Permata (BNLI IJ) from Standard Chartered (STAN LN) and Astra...
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