The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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DBS' Worsening Asset Quality Despite Stable Oil Prices
Below are quotes from DBS Group Holdings Ltd (DBS SP) recent disclosure and also from the local press citing the bank’s CEO. While we tend to...
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The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
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Short DBS Bank Singapore
We will start a new series of short ideas in Asia given our call for EM equities to peak tactically in August and decline into September. We will...
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Reigning in Provision Costs, Despite Higher Bad Loans: DBS
Against higher bad loans, DBS Group Holdings Ltd (DBS SP) took less provision expenses. The bank’s bad loans were up 37% in the past twelve months,...
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