Aozora Bank - No Surprises
Aozora Bank (8304.JP) [Aozora] reported FY 3Q19 results of JPY 29.8 bn, up just 0.1% YOY - representing 81.5% of progress toward management's...
339 Views
Vietnam - Banks Are a Complete Charade
Bank and Sovereign Liquidity and Capital Under Severe Stress. VinGroup Not An Anomaly. VAMC Is Nothing But a Shell Game. Capital...
491 Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views
TCB: Subpar Trends and Valuation Leave Us Unconvinced
Steven Holden pinpoints Vietnam record ownership as a key theme for 2020. Steve explains: "the percentage of GEM funds with exposure to Vietnamese...
364 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
490 Views