The Week That Was in ASEAN@Smartkarma - Thai Union, Bluebird Taxi, and Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
240 Views
JP Morgan Chase & Co. – Just Wow
JP MORGAN CHASE: JPM] reported 4Q20 bottom-line results increased 28.5% linked quarter, driven by a reserve reversal. Net new NPLs on a linked...
259 Views
Citigroup – Massive Clean Up Required
CITIGROUP: Citi reported 4Q20 results of USD 4.6 bn, increasing USD 1.5 bn (47.2%) linked quarter due to a 102% provision decline. Net new NPLs...
234 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
206 Views
Linklogis IPO Initiation: ISupply
Linklogis is an attractive play on China’s supply chain finance market by combining an attractive monetisation model, high customer retention rate...
629 Views