Singapore Banks - Giving Back Many Billions of Capital, Suggests Outlook for Lending, Not Great
Singapore's banks are all giving back lots of capital to shareholders. This may appear to be good for yield, but it suggests to us that lending...
424 Views
Econ Healthcare (Asia) - Not the Best but Still an Exit Opportunity
Econ Healthcare Asia Ltd received a privatization offer from TPG Capital on 14th Feb 25. While the deal is hardly fantastic , we would still...
301 Views
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
526 Views
Singapore Market Roundup (14-Feb-2025): Brokers' top picks: CLAR, CICT, CNMC, KORE, Wilmar, Parkway Life, FLCT, ST Engineering.
Analysts recommend buying Digital Core REIT and are optimistic about Oiltek and Seatrium's new orders, while Citi downgrades SGX, PhillipCapital...
624 Views
Singapore Market Roundup (12-Feb-2025): Q&M aims to improve margins post expansion: Phillip Securities.
Analysts are optimistic about Q&M, GuocoLand, Wilmar, and DBS with positive outlooks on margin trends, performance, future growth, and target prices.
354 Views