Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
440 Views
Bank Danamon – Credit Quality, Failing Fast
Japan’s Mitsubishi Ufj Financial (8306 JP) now holds 94% of Bank Danamon Indonesia (BDMN IJ), and where bank consolidation in Indonesia remains...
448 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
440 Views
The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
161 Views
OCBC – Difficult to Square
The data and text from Oversea Chinese Banking Corp. (OCBC SP) is difficult to square. It talks about improved credit quality, but its NPLs are up...
190 Views