Vietnamese Banks Screener; Adding MBBank to Our Core Pick Techcombank
We maintain value play TCB as our top pick in the Vietnamese banks, adding MBBank to the buy list with its attractive valuations and premium ROE;...
411 Views
Vietnamese Banks 4Q 2022 Results Screener; Our Pick Is Techcombank
We see selective value in Vietnamese banks and recommend holders to switch out of Vietcombank into Techcombank due to its modest valuations, low...
413 Views
Vietnam – Transformational Profit
Ongoing transformation at this bank, away from term deposits, toward consumer loans, with better ALM and improved credit metrics, can see an...
216 Views
Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
209 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
770 Views