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) core income drivers in 1Q18 were good. Funding cost growth was relatively subdued...
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Singapore Banks - Fading Oil Exports, Loan Growth
If oil re-exports will support Singapore-based oil and gas service companies, than recent data is not positive. While there is growth YoY,...
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The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
746 Views
Latest Surge in Provisions at DBS in Asian Context: They Are Not High
The rise of impairment costs at DBS Group Holdings Ltd (DBS SP) was necessary and belated. But compared with banks across the region, the amount of...
283 Views
The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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