The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
405 Views
Philippine Bank Asset Quality: Reported Versus Reality and Relative Value
Rizal Commercial Banking (RCBPM) and Union Bank of the Philippines (UBPPM) present their respective non-performing loan (NPL) ratios net of...
468 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
437 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
447 Views
Bank of the Philippine Islands â No Free Pass
*Falling Very Short: Bank of the Philippine Islands (BPI.PM) [BPI] reported 2Q20 results of PHP 5.3 bn â missing consensus by 15% and falling short...
481 Views