AmBank: Value in Times of Moral Hazard
It is unsurprising that investors should be rather cool on Malaysia. The political farce and volatility has impacted sentiment amidst calls for...
470 Views
Maybank – Doubling Credit Costs
Malayan Banking (MAY MK) reveals dramatic deterioration in two key markets. There are important implications for coming quarters, as conditions are...
470 Views
The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
548 Views
Malaysian Banks: Winners & Losers
Malaysia's banks are not an especially cheap space by regional or global peers: in comparison with say China, Taiwan, or South Korea.However, there...
575 Views
The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
271 Views