The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
280 Views
Bank Credit Weekly: AT1 Outperformance in Risk-On Environment
European bank AT1 significantly outperformed Asia as each EU Basel III AT1 note tightened. Concurrently, increased risk appetite drove performance...
307 Views
State Bank of India: New 5.5-Year Senior -Â Until Downgrade Do Us Part
We derive fair value at T+150. Market demand may drive this bond inside fair value. However, given rating directionality, we believe that you buy...
501 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
321 Views
Security Bank – Positive Transformation
There are positives signs of real transformation at Security Bank (SECB PM) that can lead to far higher profit in coming quarters.
633 Views