(Mostly) Asia M&A: February 2020 Roundup
For the month of February, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$24bn. Clicking on the company...
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KBANK - Buyback Progress and Performance Vs BBL
On 30 January, Kasikornbank PCL (KBANK TB) announced a share buyback for up to 23,932,601 shares (1% of issued shares) and up to THB 4,600m between...
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The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
441 Views
Last Week in Event SPACE: Bank Permata, China Agri, Ayala, GMO, NTT, Tokyo Broadcasting
Last Week in Event SPACE ... Bank Permata (BNLI IJ) is worthwhile owning here. It is worthwhile buying dips too. The China Agri Industries...
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Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
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