NAB - Maturing Debt AUD40bn | At Top of Rate Cycle | With High Unseasoned Loans, CRE Loans
NAB has more maturity debt than large peers, which can mean worse NIM impact when refinancing at the top of the rate cycle. Business loan growth...
465 Views
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
507 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
687 Views
OCBC - 10 Nov Results | Credit Costs +150% Then +250% | ~4% Loans Greater China CRE | Insurance Risk
OCBC releases results on 10 Nov. We believe the figures can underwhelm due largely to credit metrics. Insurance operations have also shown core...
588 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Pivot, Astra's Sustainability Push, and Mayora Indah
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
441 Views