KTC - Stresses in Thailand Mass Market Credit Cards, Clear in BOT Debt Relief Measures
KTC reveals granular detail for many Bank of Thailand relief measures on consumer debt, suggesting that credit metrics are very weak, and this is...
614 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
747 Views
Bank Central Asia (BBCA IJ) - Tempering 2025 Expectations
A company visit with Bank Central Asia (BBCA IJ) in Jakarta revealed a more cautious view on loan growth looking into 2025, with expectations for...
816 Views
UOB - Profit +SGD228m YoY, Trading & Investment Income +SGD320m YoY, 3Q24 Not as Great as Headline
UOB's results were good at bottom line, but we believe that they are misunderstood. Trading, investment income drove profit delta, not net interest...
745 Views
Indonesian Banks Screener; Stick with Bank Negara (BBNI IJ) And Bank Mandiri (BMRI IJ)
​We like Negara and Mandiri; Negara stands out on valuation and is starting to deliver stronger returns, whilst Mandiri is attractive on PE...
811 Views