Singapore Banks - Charge off Rates on Cards Are Rising Substantially Through 4Q24
MAS data shows consistently rising charge-offs and charge-off rates for credit cards in Singapore. Some may be normalization, but not likely all of...
372 Views
Maynilad Water Services Pre-IPO - The Negatives - Growth Hasn’t Always Been as Strong
Maynilad Water Services (MYNLD PH)Â (MWS) is looking to raise at least US$633m in its upcoming Philippines IPO. In this note, we talk about the not...
622 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
345 Views
Maynilad Water Services Pre-IPO - The Positives - Key Infrastructure Provider
Maynilad Water Services (MYNLD PH) (MWS) is looking to raise at least US$633m in its upcoming Philippines IPO. In this note, we talk about the...
657 Views
Singapore Banks - Credit Growth Overshadowed by Deposit Growth, New Monthly HFD
Singapore's banks new monthly data shows worsening LDR as deposit growth continues to outpace loan growth. There is risk to net interest income...
383 Views