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),...
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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...
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China Banks - If Largest 5 Banks Are Recapitalized with RMB1,415bn It Can Be Highly Positive
BBG article about China recapitalizing its largest 5 banks, may be real news, coming after an official release in September. Recapping banks can be...
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Singapore Banks - Giving Back Many Billions of Capital, Suggests Outlook for Lending, Not Great
Singapore's banks are all giving back lots of capital to shareholders. This may appear to be good for yield, but it suggests to us that lending...
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Singapore Market Roundup (06-Feb-2025): Singtel poised for strong ebit growth in FY2025 - CGSI
Singtel may raise FY2025 ebit growth guidance, OCBC and UOB shares expected to rise, SGX reports record revenue and profit in first half of year.
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