ASL Marine Initiation - A Deleveraging-Led Earnings Inflection
ASL Marine (ASL SP) is an SGX mainboard-listed specializing in marine services group shipbuilding, ship repair and conversion, and ship chartering.
195 Views
Singapore Banks – Vast Differences In Provisioning
DBS has a higher loan loss allowance/loan ratio than peers, and far more FY20 credit costs vs. FY19 than peers. Its loss absorption, reversal...
452 Views
Asia Banks – Watch Your Anti-Money Laundering Risk Again
* ICIJ Points Fingers Post-Swedbank Fiasco: The International Consortium of Investigative Journalists (ICIJ) reviewed over 2,100 suspicious...
503 Views
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...
969 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views