Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
910 Views
OCBC – Malaysia Remains A Headache
* Don’t Be Fooled: Oversea Chinese Banking Corp. (OCBC.SP) [OCBC] reported 2Q20 results of SGD 730 mn, increasing SGD 52 mn (7.7%) linked quarter....
523 Views
China Construction Bank: Prospective 10nc5 Tier 2 Bond Is Likely to Be Good Value for the Issuer
China Construction Bank's (CCB) prospective new issue Tier 2 bond is likely to price very close to its existing 2024 callable Tier 2 bond. A flat...
496 Views
BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
430 Views
CIMB Group Holdings - Indo Could Be Dangerous
*Weak 1Q20 Results:  CIMB Group Holdings (CIMB.MK) [CIMB} reported 1Q20 profit of MYR 498.8 mn – declining MYR 267.3 mn (34.9%) linked quarter....
340 Views