HDFC Bank – Story Appears Different From Reality
HDFC BANK: HDFCB recently put a positive spin on nearly every aspect of its business. However, credit quality and provision realities are far...
223 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
Bank Negara Indonesia – MOSOE Tosses A Grenade
Bank Negara Indonesia: Without any detail the MOSOE announced that BBNI will seek a rights offering in 2022. We calculate a minimum loss reserve...
235 Views
Linklogis Pre-IPO - The Negatives - Inconsistent Growth and Margins, Well Funded Competitors
Linklogis, a technology solution provider for supply chain finance in China, is aiming to raise around US$500m in its Hong Kong IPO. Its investors...
352 Views
Emtek (EMTK IJ) - Bukalapak Eyeing a SPAC Listing But Jakarta May Be First?
Emtek is an interesting way to play the burgeoning digital economy in Indonesia and would be a key beneficiary should subsidiary Bukalapak choose...
373 Views