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
Last Week in Event SPACE: Nuflare, Huaneng Renew, Sembcorp/Keppel, Bank Permata, Naspers, Aramco
Last Week in Event SPACE ... The first reaction to Murakami-san buying into both Nuflare Technology (6256 JP)Â and Toshiba Machine (6104 JP)...
565 Views
Bangkok Bank To Buy Permata Means a Medium-Term Floor
Yesterday near the end of the Thai trading day, Bangkok Bank Public (BBL TB) released an announcement that it had agreed to buy the 89.12% of Bank...
743 Views
BBL – Permata Purchase Positive
One could go so far as to call this a game-changer for sleepy, domestic, Bangkok Bank Public (BBL TB). We can not recall anything like this since...
752 Views