STI Chalks Up 12% Return in 1H21 on Multiple Rotations
While the STI declined 1.1% in 2Q21, this was the strongest first half of a year for the STI since 2017, with the STI generating an 11.9% total...
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The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
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The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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CIMB Group – A Positive Turn
CIMB GROUP: CIMB core results improved 5.1x linked quarter, driven by NIM expansion, loan growth, and decline in loss provisions. Loss reserves are...
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STI Rebounds 4% Since 14 May, Continues to Outpace Global Benchmark in YTD
With resilient business investment and regional trade supporting Banks, Industrial and Manufacturing-related stocks, in addition to multiple...
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