Vietnam Equities: GI Bond Probe Triggers 8% Index Slide
​Vietnam's government inspectorate private debt probe release sparks equity sell-off, as governance concerns in listed banks and companies signal...
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The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
738 Views
VNG Pre-IPO - The Positives - Vietnam's Mini-Tencent
Vng (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note we talk about the positive aspects of...
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HDB - ROA Expansion Can Surprise
HDB's ROA can expand dramatically in coming quarters, with lowering credit costs, lowering funding costs from maturing fixed deposits, and with...
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