Maybank â Doubling Credit Costs
Malayan Banking (MAY MK) reveals dramatic deterioration in two key markets. There are important implications for coming quarters, as conditions are...
470 Views
Bank Negara Has No More Excuses to Avoid the Long-Delayed Rate Cut, Unlocking Value
With its labour force estimated to be growing 2.6% annually -- and likely augmented by more foreign workers -- Malaysia's real GDP growth rate of...
535 Views
Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
3.8k Views
Malaysia Banks â The Small, Nimble, Retail Banks Can Survive the Purge
The newly elected government in Malaysia is cutting infrastructure projects, including the Kuala Lumpur to Singapore high-speed rail. At the same...
268 Views
Hexindo:Â Exposure to Infrastructure Theme in Indonesia with No Debt
While everyone is raving about the infrastructure investment in Indonesia, only a few of the players are actually making money currently. Jasa...
371 Views