Tisco – A Bright Bank in a Dim Rate World
The Fed’s comments may be a surprise to many, but we hope not to our readers. Granular US bank data has indicated for some time, that rising rates...
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Silverlake Axis (SILV SP): 2Q19 Results Again Confirm New 3-Year Growth Cycle; HNA Overhang Removed
Silverlake Axis (SILV SP) published 2Q19 results which again confirmed that the long-anticipated rise in revenues (+20% YoY) and profits (+99% YoY)...
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Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
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Political Pit Stop (December): First Month of Campaigning
The Defense Minister, who was Prayuth's 'Big Brother' back in the Army days, told reporters that 'two months should be more than enough for...
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The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
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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