Malayan Banking – Heightened Credit Risk
MAYBANK: Maybank reported QOQ 4Q21 NPAT increase of 22.1%, reflecting revenue improvement and a provision cut. NPLs accelerated while reserves...
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CTOS Digital Lock-Up Expiry:High Chance of Slow Motion Creador Exit but There Should Be Ample Buyers
CTOS Digital (CTOS) raised around US$291m in its Malaysian IPO in Jul 2021. It is majority owned by Creador, a PE firm. In this note, we talk about...
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Deterioration In Malaysia
We look at OCBC's results as a guide, window on Malaysia credit metrics. The bank saw substantial deterioration here, suggesting even greater risk...
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The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
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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Which Banks Have Best ROA Stability?
There is a vast difference in ROA stability across banks globally and Asia. Public Bank stands out with some of the best ROA stability over the...
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