Thinking About Bangkok Bank's Buy of Permata
In early-mid December 2019, we finally got an announcement of the disposition of the sale process for Bank Permata (BNLI IJ) by sellers Standard...
686 Views
Mitsubishi UFJ Holdings Group - Goodwill Write-Down Bodes Poorly For Bangkok Bank Deal
Indonesia Bank Investment Rule Relaxation Encouraging Transactions. MUFG Takes a Hit On Bank Danamon to Tune of USD 1.9 bn Bangkok Bank -...
644 Views
(Mostly) Asia M&A: December 2019 Roundup
For the month of December, 11 new deals were discussed on Smartkarma with an overall announced deal size of ~US$27bn. Clicking on the company...
820 Views
2020 High Conviction Idea: Astra International (ASII IJ) A Re-Rating Story?
Astra International (ASII IJ) is a well managed Indonesian conglomerate with market-leading exposure to the local auto and motorcycle market but...
1k Views
KBANK - Lower NVDR Cap Will Lead to Passive Outflows
Last evening, the Thai NVDR company announced that the Bank of Thailand (BOT) had approved issuing NVDRs on Kasikornbank PCL (KBANK TB) up to 35%...
798 Views