Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
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The Week That Was in ASEAN@Smartkarma - BCA's Transactional, ASSA & Anteraja, and Philippine Banks
The past week saw insights on Singapore's economic outlook, Bank Central Asia (BBCA IJ), Adi Sarana Armada (ASSA IJ), GoTo (GOTO IJ), and SCG...
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CHIB: Trends Continue to Impress While Valuation Is Supportive
The Philippines are not an unattractive market. The Banking Sector offers opportunities. China Banking Corporation is both cheap and commands...
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Philippine National Bank – A Giant Gem, Still Undiscovered
Philippine National Bank (PNB PM) continues to go unnoticed. We are doubtful that this will last indefinitely. This is especially the case given...
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Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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