OCBC – Only The Beginning
*Weak Quarter: OCBC posted a messy set of results in 1Q20  – as earnings declined SGD 545 mn (43.8%) linked quarter. Credit quality and Great...
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OCBC – Nothing Great About Great Eastern
*Weak Great Eastern Returns: Great Eastern (GE.SP) reported 1Q20 earnings of SGD 33.9 mn, declining 88% linked quarter from the SGD 287 mn posted...
628 Views
OCBC – Wing Hang Bank and Oil Price Risk
Oversea Chinese Banking Corp. (OCBC SP) has considerable exposure to Hong Kong, China and Macau. This can weigh on upcoming earnings. Closure of...
580 Views
AIA Â - New CEO to Focus on China As Hong Kong Slows
* New CEO More Like A Hail Mary For China China. It’s unclear as to how Mr. Lee can address the geographic and agents in force dilemma that AIA...
403 Views
AIA – Change in FYE Leads to Additional Growth Questions
* Unresolved Accounting Questions: A recently changed FYE to December coupled with a failure to disclose several months of data disallow reasonable...
309 Views