The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
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HK Banks - Surging Deposits and Contracting Loans, Sees LDR Fall Toward GFC Levels
Hong Kong's banks are seeing surge in deposits, likely from Mainland China, but this is not accompanied by loan growth, where this is in...
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Singapore: Productivity-Led Cyclical Recovery Will Dampen Inflation, Ease Policy
​Productivity is accelerating amid a machinery investment-led cyclical rebound. ULCs & inflation are declining, even as RGDP accelerates to 3.7%...
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Hang Seng Bank - China Profit -70% YoY, Stage 3 Loans +84% YoY, HK CRE Impaired Loan +12.5x (Times)
Granular data for Hang Seng Bank provides a good window of underlying credit metrics in both Hong Kong and China, which may not be well visible in...
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Consumer Tales & Trends #July 1-10: Korea Coffee War, Crazy Rich Asians & More
Consumer Tales & Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.
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