Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Be Wary of High LDR Banks at Present
A likely Russian credit and currency crisis, the weakening Euro and ineptitude of BoJ Â combine to create a world of worry in markets and bank...
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JSCB for Investment and Development of VN - Top Performer
The key downside risk to JSCB for Investment and Development of VN (BID) stock lies in the uncertainty surrounding the bank's growth trajectory,...
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JSCB for Investment and Development of VN (BID VN/Buy) - Positive Signs, but Concerns Remain
We have identified two pivotal catalysts JSCB for Investment and Development of VN (BID). First, the expected recovery of NIM will support earnings...
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Bank for Investment & Development - Good-Going
By end-1H22, the total assets of Bank for Investment and Development (BID) reached VND1,979.4tr (US$84.2bn, +12.3% YTD), remaining the largest...
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