The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Last Week in Event SPACE: Bank Permata, Li & Fung, Ricoh, Allied Props, DP World, Caltex, Sing Air
Last Week in Event SPACE ... Bank Permata (BNLI IJ)'s terms have been lowered. Investors currently long Bank Permata should understand what is...
Houston, We Have A Problem
* Pay Me To Take Your Assets: Yesterday, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
OCBC Vs. UOB - In The Money, Time to Lock It In
Since our last Insight, Oversea Chinese Banking Corp. (OCBC SP) has outperformed United Overseas Bank (UOB SP) by over 5%. With the Price to Book...
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