MUFG (8306 JP): Growing Pains
Mitsubishi UFJ Financial (MUFG) (8306 JP) yesterday announced after market hours that it would be recording goodwill amortization losses in its...
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Metro Bank: Dynamic Numbers
In our pursuit of opportunity, on the long and short side, some trends are emerging from the 3000 banks that we follow in our model. We still await...
306 Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
477 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
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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