Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
4k Views
NTT DC REIT IPO - Thoughts on Valuation
NTT DC REIT (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we talk about valuations.
837 Views
Tenaga Nasional Placement - Has Sold Before but past Deals Haven’t Done Much
Khazanah is looking to raise up to US$300m via selling 1.5% of Tenaga Nasional (TNB MK). In this note, we talk about the deal dynamics.
234 Views
Asian Equities: EPS Estimate Upgrades Do Drive Share Prices
In response to clients' queries we backtest the efficacy of EPS est. upgrades as an indicator of share price movement. The indicator has 80%...
430 Views
Asian Equities: Below the Headline Numbers, the Earnings Environment Is Improving
A month ago 8 Asian sectors exhibited reviving EPS est; now 16 do. CN, India, Thailand declining, KR, TW, SGP, Phils rising. KR & TW Tech &...
275 Views