Aiful – Sawasdee Ka
* Domestic Japanese lending business has new customer acquisition tracking above target, reflecting positive changes in the current environment for...
178 Views
MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
220 Views
TMB Bank - Going Nowhere…Fast
* TMB Bank’s (TMB.TB) run of improving fundamentals have come to an end; * The core niche SME loan segment hasn’t grown for several quarters, and...
233 Views
The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
182 Views
Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?; Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
199 Views