AIA – Expecting An Even Weaker 2Q20 Result
* Weak 1H20 Operational Results Expected: AIA (1299.HK) is set to report 1H20 interim results on August 20, 2020. As a follow-on to AIA’s very...
280 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
633 Views
CIMB Group Holdings - Indo Could Be Dangerous
*Weak 1Q20 Results: CIMB Group Holdings (CIMB.MK) [CIMB} reported 1Q20 profit of MYR 498.8 mn – declining MYR 267.3 mn (34.9%) linked quarter....
225 Views
AIA Group – It’s About Balance Sheet, Not Growth
* Weak Operational Results: AIA (1299.HK) released an its very abbreviated 1Q20 operating results. Unsurprising, the regional COVID-19 restrictions...
148 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
311 Views