Bank Credit Weekly: AT1 Outperformance in Risk-On Environment
European bank AT1 significantly outperformed Asia as each EU Basel III AT1 note tightened. Concurrently, increased risk appetite drove performance...
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State Bank of India: New 5.5-Year Senior - Until Downgrade Do Us Part
We derive fair value at T+150. Market demand may drive this bond inside fair value. However, given rating directionality, we believe that you buy...
409 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Security Bank – Positive Transformation
There are positives signs of real transformation at Security Bank (SECB PM) that can lead to far higher profit in coming quarters.
511 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
211 Views