BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
477 Views
Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
409 Views
Vietnam Banking Sector - Stop, It Hurts
* Moody's Weak Credit Rating Assigned; * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
155 Views
HDFC Bank – Rocking and Rolling
* Solid Franchise Buttressed By Strong Three Year Plan;* NBFC is the Cherry On Top; and * SOE Bank Headaches Suggests Much Low Hanging Fruit....
111 Views
HSBC Holdings Plc– New Strategic Plan Is Complete Nonsense
* Well Written Plan, Does Not Suggest Its Viable: Strategic priorities are similar to those of the previous 3 year Strategic Plan: a) continue the...
133 Views