Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
631 Views
Tenaga Nasional Placement - Fifth Block in as Many Years
Khazanah plans to raise around US$240m via selling 85m share (including upsize option) in Tenaga Nasional (TNB MK). We have covered four such...
401 Views
Bank Negara Has No More Excuses to Avoid the Long-Delayed Rate Cut, Unlocking Value
With its labour force estimated to be growing 2.6% annually -- and likely augmented by more foreign workers -- Malaysia's real GDP growth rate of...
387 Views
The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
659 Views
Tenaga Nasional Placement - Past Deals Have Done Ok but This One Might Not Be as Lucky
Khazanah plans to raise around US$260m via selling 85m share in Tenaga Nasional (TNB MK). We have covered three such placements since 2015 and most...
633 Views