Bank Credit Weekly: New Equation Is Bad News = Buy
The worse the economic news, the greater the expectation of US federal stimulus, the more the market rallies. We are now more set-up for buy-the...
377 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
263 Views
Last Week in Event SPACE: Tokyo Dome, ESR/Sabana, NTT Docomo, Evergrande, LG Corp, China Resources
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
422 Views
Bank Credit Weekly: Play Safe in Asia or Ride the US Bull?
The risk-wave caught a bid in Asia HY while positive momentum in US Caa-rated credits slowed. We are set-up for buy-the-rumor, sell-the-fact profit...
347 Views
Bumrungrad Hospital Pub Co (BH TB) - Shedding BDMS in a Side Issue to Recovery
Bumrungrad Hospital (BH TB) remains one of the best quality hospital companies in Thailand and the most geared into any recovery in international...
342 Views