The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
583 Views
Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
543 Views
Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
655 Views
DBS – To Follow Weakening Concerns from US Banks?
There have been earning warnings from US banks. Some expect less investment banking income. Others expect less trading income. Lower interest rates...
548 Views
Banks – Trade Loans At DBS Are Sizeable, But Risks Also For HK Banks
We all know there will be less trade related lending in the current year. DBS Group Holdings (DBS SP) reported negative growth during 2018. What...
678 Views