The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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HSBC Results May Be Gruesome
HSBC Holdings Plc (5 HK) will see its share of worsening exposures in oil & gas, commodities, energy and shipping. With de-risking all the...
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OCBC's Worsening NPLs
OCBC took almost as much provision expenses in 4Q16 as it took in 9M16. This is the reality. From its long-term impairment data shown below, it...
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Singapore Banks: A Far Greater Perception-Reality Gap Compared with China Banks
We doubt there are many people who believe that Chinaâs banks have especially safe corporate exposure. Few believe the low 1.8% NPL ratio that...
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