Kasikornbank – Pressure Cooker
*Operating Losses Posted Early In Cycle: Kasikornbank PCL (KBANK-R.TB) [KBank] reported 2Q20 results of THB 2.2 bn - declining THB 5.2 bn (70.5%)...
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The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
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Last Week in Event SPACE: Jardine Matheson, Vedanta, Cromwell, Cardinal, Taubman, Mediawan
Last Week in Event SPACE ... Jardine Matheson Holdings (JM SP)'s buybacks accelerate, suggesting now is the time to reverse the set-up trade...
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Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
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