CIMB Group – Reserve Cover Light Still
CIMB GROUP: Operating results exhibited linked quarter improvement, although stated results declined. Reserve cover remains quite light despite...
230 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
160 Views
2021 High Conviction | Cholamandalam Investment: A High Quality Play on CV Cycle Recovery in India
Chola is a high quality franchise with a leading presence in the CV segment. As the CV cycle recovers in India, Chola has potential to deliver 50%+...
287 Views
DBS Group Holdings – The LVB Cram Down
DBS GROUP HOLDINGS: The LVB Cram-down Raises Significant Questions Over Potential Cost For DBS, Raises Significant Concerns Over Audited Financial...
226 Views
DBS – India Merger Approved
We believe that this is transformational for DBS where growth prospects in India are infinitely higher than in Singapore, but funding benefits can...
334 Views