Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
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The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
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 Bank – The Murky Detail of New 2Q18 Data that Is Easy to Miss, and Not as Positive as Headlines
In the 2Q18 earnings results supplement from DBS Group Holdings (DBS) there is a wealth of detail that shows the bank still entrenched in a...
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DBS Bank Long and Short Levels
Dbs Group Holdings (DBS SP) has a clear top in the form of an island reversal at dual projection in early May that has set in motion an...
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Singapore Banks – Corporate Financial Metrics Point to Ongoing Credit Risk
Half of Singapore’s industrial, materials and energy companies in our S&P CIQ sample set with over US$100 million in debt, have seen a...
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