Asia Banks – Oversized Dividends
There are many banks globally that have restricted dividends. This is less apparent in Asia. Even so, we are less concerned with temporary...
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Vodafone Idea Ltd- Telco's Debt Bomb Ticking Fast and Louder
Vodafone Idea (IDEA IN) has been under some significant hardships for quite a while. Since the telecom market disruption caused by Reliance Jio,...
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Bandhan Bank IPO: Everything Sweet as Sugar, Except the Price
Bandhan Bank Ltd (1366254D IN)'s key market accounts for 9.7% of India's deposits but only 6.2% of its credit, thus offering a long runway for...
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Last Week in Event SPACE - BGF, PLDT, IDFC, Sekisui, Pou Sheng, TVB, Cifi
Last week, the potential trading opportunities in BGF Co Ltd (027410 KS)'s share swap; Philippine Long Distance Tel (TEL PM) may be at risk should...
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IDFC Bank-Capital First Merger, Win-Win for Both Entities
We recently wrote a report on IDFC bank's (IDFCB) proposed merger with Shriram group IDFC- Shriram Group Merger, a Sweet Deal for IDFC Bank...
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