Worthy News Stock Moving - Indonesia - 30 Sep 2019
On the second release of Worthy News Stock Moving note, we will discuss how Unilever Indonesia (UNVR IJ) plans to do a stock split that may cause...
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Bank Mandiri (BMRI IJ) - Money's Too Tight to Mention - On the Ground in J-Town
A recent conversation with Bank Mandiri Persero (BMRI IJ) management revealed a keen focus on an increasingly tight liquidity environment in...
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The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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DBS – Surging Credit Costs
Never mind the headlines. The reality is that DBS Group Holdings (DBS SP) saw its quarterly credit costs higher than any quarter in almost two...
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DBS – To Follow Weakening Concerns from US Banks?
There have been earning warnings from US banks. Some expect less investment banking income. Others expect less trading income. Lower interest rates...
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