The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
350 Views
The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
654 Views
The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
526 Views
With SAN Purchase of POP, We Look at Impaired Loans and Deposit Contraction Globally
It is not clear to us how a EUR7 billion capital raising will allow Banco Santander (SAN) to clean up Banco Popular (POP), which it has just...
390 Views
Malaysian Banks; Positive on CIMB, RHB and PB Bank, Negative on Maybank
We see opportunities in Malaysian banks, with new buy ratings for CIMB, RHB Bank, and PB Bank; we also downgrade Maybank to a sell rating due to...
371 Views