Saigon Thuong: Efficiency Gains and “Core Income” Growth Drivers
SACOMBANK screens well regionally and on a global basis. The bank combines well above-average fundamental trends with support from valuation and...
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Techombank – A Little Hocus Pocus
*Silly Season at Techombank:Vietnam Technological and Commercial JSB (TCB.VN) [Techombank] was able to post a 1Q20 result of VND 2.5 bn -...
227 Views
BIDV – KEB Hana Has To Be Kicking Itself Now
One For the Ages: The Bank for Investment and Development of Vietnam (BID.VN) [BIDV] held a somewhat delusional 2020 Annual General Meeting...
274 Views
Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
420 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
490 Views