J.P. Morgan & Co. – Not Good Jamie
J.P. Morgan: JPM reported a QOQ decline in 2Q21 in bottom-line of 16.4%. Previous credit quality gains have reversed, leading us to question...
273 Views
L&T Finance Holdings – Struggling To Survive
L&T Finance Holdings: LTFH reported FY 1Q22 bottom-line declined 33.3% QOQ. Results were weak across the board. LTFH's reserve is short INR 69 bn...
281 Views
Federal Bank – Capital Preservation Mode
FEDERAL BANK: Federal recently highlighted FY 1Q22 growth metrics in lending and deposits – both of which are contracting. In our view, it appears...
290 Views
The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
362 Views
Bukalapak - Leading the Unicorn Charge - Buy Emtek
Bukalapak has outlined plans to list in Jakarta, giving access to its leading position in enabling warungs in Indonesia. The immediate beneficiary...
432 Views