Singapore and HK Banks - New World Impairments Are Significant, Flow Through to Banks Is Real
This is relevant to new insight on HK banks with worsening HFD for LDR and real estate lending growth now at most negative rates in the HKMA...
871 Views
Singapore Banks - Charge off Rates on Cards Are Rising Substantially Through 4Q24
MAS data shows consistently rising charge-offs and charge-off rates for credit cards in Singapore. Some may be normalization, but not likely all of...
455 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
424 Views
Singapore Banks - Credit Growth Overshadowed by Deposit Growth, New Monthly HFD
Singapore's banks new monthly data shows worsening LDR as deposit growth continues to outpace loan growth. There is risk to net interest income...
465 Views
ASL Marine - FY26 Earnings Update - Chartering to Drive the Upside, Repair to Anchor Quality
We slightly lower our TP of ASL to S$0.38/share (vs. S$0.42 at initiation), implying around 31% upside to the current share price of S$0.29/share.
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