The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
504 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
512 Views
A Huge Wave of New LNG Projects Coming in the Next 18 Months: Positive for The E&C Companies
Our analysis shows that there are an unbelievable 25+ LNG developers that have stated (within the last year) they will take a final investment...
899 Views
Singapore Banks – Corporate Financial Metrics Point to Ongoing Credit Risk
Half of Singapore’s industrial, materials and energy companies in our S&P CIQ sample set with over US$100 million in debt, have seen a...
521 Views
Singapore Banks – Operational Positives at UOB Should Not Conceal Credit Quality Realities
We are the first to admit, that United Overseas Bank Ltd (UOB SP)Â core income drivers in 1Q18 were good. Funding cost growth was relatively subdued...
306 Views