Bank Sector Outpaced in 1H21, Potential for Frequent Rotations in 2H21
Bank stocks were among the strongest industries of the global stock market in 1H21, outpacing broad global benchmarks, alongside the iron and...
948 Views
Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
1k Views
Oversea Chinese Banking Corp. – Affirming Positive Trends
Oversea Chinese Banking Corp: OCBC confirmed that the positive trends are set to continue, and that credit quality remains favorable but with...
237 Views
STI Chalks Up 12% Return in 1H21 on Multiple Rotations
While the STI declined 1.1% in 2Q21, this was the strongest first half of a year for the STI since 2017, with the STI generating an 11.9% total...
1.2k Views
The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
243 Views