Last Week in Event SPACE: Nuflare, Huaneng Renew, Sembcorp/Keppel, Bank Permata, Naspers, Aramco
Last Week in Event SPACE ... The first reaction to Murakami-san buying into both Nuflare Technology (6256 JP) and Toshiba Machine (6104 JP)...
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Bangkok Bank To Buy Permata Means a Medium-Term Floor
Yesterday near the end of the Thai trading day, Bangkok Bank Public (BBL TB) released an announcement that it had agreed to buy the 89.12% of Bank...
538 Views
HSBC North America - The Perfect Hedge
HSBC NA loses money in every operating environment, making it a perfect hedge. Credit quality and capital levels remain very weak. Re-cap is when...
337 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
432 Views
Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
424 Views