UOB - Weaker Credit | Struggling Cost Base | Moving to Trading | A Changing Face
UOB is struggling with operating costs far more than peers, partly from Citibank, partly from oil. Its credit costs are doubling. It is relying...
631 Views
ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
662 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
571 Views
DBS - Oil Prices Can Support Reversals
Far higher oil prices in recent days, weeks, makes the outlook for the bank's oil and gas service exposures much better, and these remain the...
774 Views
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
594 Views