The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
514 Views
The Week That Was in ASEAN@Smartkarma - Minor Is Major, Krung Thai Card's Creep, and Halcyon Agri
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
508 Views
GEM Banks; Conviction Calls for 2023
Our core buys are Bank Mandiri, Hana Financial, China Construction Bank and BanColombia; we also have special mention for Banco Itau and Nubank;...
922 Views
EM Digital Banks Review – Inter and Bank Jago in the Negative Spotlight
EM digital banks need to deliver better product penetration on the back of client penetration to enhance returns; we stay negative on Inter and...
503 Views
SEA EConomy - A Squall in 2022 with Rough Seas Ahead
Major digital players in South-East Asia will release 3Q results next month with all eyes focused on take rates, contribution margins, and Adjusted...
466 Views