The Week that Was in ASEAN@Smartkarma - Export Revival, Indonesia Property, and Vietnamese Banks
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ACB: Quality at a Reasonable Price
Fundamental trends at Asia Commercial Bank/Vietnam (ACB VN) are benign and stand out within Vietnam’s improving banking universe. The bank has...
585 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
528 Views
ACB: The ABC of Value
Fundamental trends at Asia Commercial Bank/Vietnam (ACB VN) are benign and stand out within Vietnam’s improving banking universe. The bank has...
691 Views
Vietnam - Slowed SOE Privtization Process
* The government had come to the stark realization that participation in the SOE OTC/IPO process does not necessarily ensure a sizeable capital...
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