The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
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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Philippine National Bank: Does Anyone Care?
Years of vibrant loan growth have raised moderate asset risk issues in the Philippines Banking System. Corporates (main segment) though do not...
209 Views
Global Banks: Where Is the Opportunity?
We analyse >500 global banks and screen them for valuation, fundamental progression, and negative technical momentum. VFM. For valuation, we use...
418 Views
Philippine National Bank: Risk of Growth, Growth of Risk - P/Book Looks Too Low
Years of vibrant loan growth have raised moderate asset risk issues in the Philippines Banking System. Corporates (main segment) though do not...
121 Views
Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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