OTP: A GEM Favourite Reports a Loss
Behind the acquisitions, consolidation, and FX fluctuations, the trends at OTP Bank Nyrt (OTP HB) continue to erode. For this most popular of GEM...
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BBTN: Cheapening as Fundamentals Erode
Bank Tabungan Negara Persero (BBTN IJ) may look as if it has a dominant safe mortgage franchise. But we have seen how this can pan out. Asset...
509 Views
KTC - Marginal Yields to Double?
Thailand’s credit card and personal lender, Krungthai Card (KTC TB), will enter the Pico and Nano loan market in July. These loans are capped at a...
701 Views
Lexin Fintech – China Consumer Lending Agent with 19% ROA
The profit profile of Lexinfintech Holdings (LX US) is exceptional. The company’s earnings have steadily moved in the right direction, from high...
914 Views
Aeon Credit Service (Asia) – Giant Yield and ROA, but at Low Price
As we expand over analysis of exceptionally high yield lenders, we continue to see interesting ideas outside of mainstream commercial banks. Aeon...
641 Views