CIMB Group – A Positive Turn
CIMB GROUP: CIMB core results improved 5.1x linked quarter, driven by NIM expansion, loan growth, and decline in loss provisions. Loss reserves are...
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Asia Ex-Japan Financials. Slowly Regaining the Faith.
Active Asia Ex-Japan managers move back in to the Financials sector after a period of heavy rotation, however allocations remain well below...
165 Views
CIMB Group – Heading Deeper Into the Woods
CIMB GROUP: CIMB reported 4Q20 results improved 9.3% linked quarter, and highlighted by a massive reduction in its tax rate and an enormous...
226 Views
CIMB Group – Reserve Cover Light Still
CIMB GROUP: Operating results exhibited linked quarter improvement, although stated results declined. Reserve cover remains quite light despite...
218 Views
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...
633 Views