China Merchants Bank – Pulling On All Levers
CHINA MERCHANTS BANK: CMB's core operating results came in at just CNY 13.9 bn – declining 40.0% linked quarter. Negative operating jaws, and net...
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Linklogis Pre-IPO - Earnings Forecast, Peer Comparison and First Stab at Valuation
Linklogis, a technology solution provider for supply chain finance in China, is aiming to raise over US$500m in its Hong Kong IPO. Its investors...
449 Views
Credit Suisse: Greensill's Capital Implications Outweigh Asset Management Corrective Action
Additional Pillar 2 capital requirements are not currently factored into valuations. CS bonds do not reflect the risks, complexity, and low...
331 Views
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...
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