Standard Chartered - Nickel and Dimes
The surge in nickel prices and the wrong-way trade(s) will mean bank counter-party risk, with STAN being highlighted in reports. ROA risk can be...
276 Views
DBS Group Holdings – Weak Print, But Credit Improves
DBS: DBS 4Q21 declined 18.1% QOQ and driven by negative operating jaws; While loss provisions weren’t reversed this quarter, reserves should be...
274 Views
Bank Negara Indonesia – What on Earth Is Management Thinking?
BANK NEGARA INDONESIA: BNI posted a poor set of 4Q21 results, and heavily dependent on a negative 10.0% tax rate. BNI recently announced deal comes...
223 Views
Bukalapak (BUKA IJ) - Empowering Mitra and Creating Shopfronts
Bukalapak (BUKA IJ) looks to be misunderstood by retail investors, presenting an opportunity after the post-IPO correction, with a number of new...
328 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
140 Views