The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
583 Views
Bank Danamon â Credit Quality, Failing Fast
Japanâs Mitsubishi Ufj Financial (8306 JP) now holds 94% of Bank Danamon Indonesia (BDMN IJ), and where bank consolidation in Indonesia remains...
589 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
583 Views
BBTN: Cheapening as Fundamentals Erode
Bank Tabungan Negara Persero (BBTN IJ) may look as if it has a dominant safe mortgage franchise. But we have seen how this can pan out. Asset...
460 Views
MUFG (8306 JP): No Harm in Waiting (1Q FY3/2020 Results Comment)
Overall, Mitsubishi Ufj Financial (8306 JP)âs 1Q FY3/2020 results were encouraging. Japanâs biggest financial group looks well-placed to...
412 Views