The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
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DBS Bank India – The Cost of Clean Up
The reduction of non-performing loans (NPLs) is not without cost. DBS Group Holdings Ltd (DBS SP) reports DBS Bank India Branches with sharply...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Will DBS See 50% Higher Profit in 4Q17?
While consensus is 50% higher quarterly profit for DBS Group Holdings Ltd (DBS SP), we believe the figures are overly optimistic. Typically funding...
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Hong Kong Banks – Interest Rate Shock
Banks in Hong Kong have some of the lowest levels of loan loss reserves (LLR) compared with loans and also their loan loss provision (LLP) expenses...
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