The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
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Bank Central Asia (BBCA IJ) - Growth Momentum Maintained with Lower Credit Costs
BCA remains a top pick amongst Indonesian banks, with a long-term track record of producing sector returns, with a strong risk management but...
379 Views
HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability & Profit Strength
Renewed interest from a potential re-balancing, and a possible MUFG purchase for HDB. It shines on its own: stability, growth, credit metrics, with...
660 Views
Barito Renewables Energy (BREN IJ): Back to Normal Trading & Index Implications
Barito Renewables Energy comes off the IDX Watchlist today and that will make the stock eligible for index inclusion. Passives will need to buy...
903 Views
Global Credit Growth - Thailand, Macau, HK Report Negative Loan Growth, Japan, Indonesia Shine
Global credit growth data on a monthly basis, shows a vast range of cycles, with Thailand, Macau and HK the worse off. Japan, Taiwan, Indonesia...
428 Views