The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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CIMB Bank: Hanging Ten
We initiate our coverage of CIMB Bank Bhd (CIMB) and analyze the impact of COVID-19 on the bank’s credit fundamentals. As the 2nd-largest bank in...
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My EG (MyEG): A Move to Become Regional Player
Since the beginning of 2018, the company has expanded its business from a Malaysian e-government service provider to a regional e-government...
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RHB Bank – Quiet Transformation
RHB Bank Bhd (RHBBANK MK) used to be far more focused on corporate loans and this has changed dramatically over the years, in favor of consumer...
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Maybank – Doubling Credit Costs
Malayan Banking (MAY MK) reveals dramatic deterioration in two key markets. There are important implications for coming quarters, as conditions are...
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