Smartkarma Originals
Bank M&A in Asia – a Decade in Review
Several countries are pushing for more M&A in Asian banking as a way to ameliorate risks (India) or to possibly compete more regionally...
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South Korean Banks: Stuck in the Value Vault
South Korean bank shares continue to feature in the "value" vault. By FV, P/Book or Earnings Yield, bank shares do not seem expensive. Dividend...
875 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
659 Views
*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
797 Views
Global Banks: Why Buy High Into Popular and Fashionable Banks and Markets? Be Contrarian and Buy Low
Trawling through >1500 global banks, based on the last quarter of reported Balance Sheets, we apply the discipline of the PH Score™ , a...
665 Views