bullish•Thematic (Sector/Industry)•30 Aug 2020 01:22
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...
bullish•Tenaga Nasional•23 Apr 2020 19:24
Tenaga Nasional Placement - Fifth Block in as Many Years
Khazanah plans to raise around US$240m via selling 85m share (including upsize option) in Tenaga Nasional (TNB MK). We have covered four such...
bullish•Thematic (Sector/Industry)•05 May 2019 21:42
Bank Negara Has No More Excuses to Avoid the Long-Delayed Rate Cut, Unlocking Value
With its labour force estimated to be growing 2.6% annually -- and likely augmented by more foreign workers -- Malaysia's real GDP growth rate of...
bullish•Cross Asset Strategy•15 Apr 2019 16:39
The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
bearish•Tenaga Nasional•10 Apr 2019 20:02