Share Classifications: Mid-December 2018 Snapshot
This weekly share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitor - most recently discussed inĀ H/A...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ SOUTH KOREA:...
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Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
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Vietnam Banking Sector - Stop, It Hurts
*Ā Moody's Weak Credit Rating Assigned;Ā * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
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HDFC Bank ā Rocking and Rolling
* Solid Franchise Buttressed By Strong Three Year Plan;* NBFC is the Cherry On Top; and * SOE Bank Headaches Suggests Much Low Hanging Fruit....
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