The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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DBS – Singapore Banks Gain Vs HK Banks
Most banks took high credit costs last year compared with the year before. Hang Seng Bank has seen a low delta, while DBS bank has seen a high...
454 Views
China Merchants Bank – Pig Still In Python
CHINA MERCHANTS BANK: CMB reported a 1Q21 QOQ results increase of 54.4% driven by net interest income; fee growth; and lower expenses. Net new...
362 Views
DBS Group Holdings – Pricey China Deal
DBS GROUP HOLDINGS: DBS is acquiring a 13% stake in the privately-held SRCB for USD 814.3 mn. P/BV amounts to 0.92x – which is still 41.5% higher...
454 Views
ICBC Vs BOC – Special Mention Loans Vastly Different
China SOE banks are considered identical, but there are differences. The level of special mention loans (SML) for ICBC is incredibly high vs. BOC....
499 Views