HSBC Holdings Plc - Very Low Corona Virus Guidance
Underestimating Corna Virus Impact: HSBC Holdings plc (5.HK/HSBA.LN) has indicated that the corona virus impact will negatively impact 1Q20...
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Bank of East Asia - Sinking Into the Abyss
That Incredible Shrinking Feeling: Bank of East Asia (23.HK) [BEA] reported 2H19 EPS results of HKD 0.67 per share - a 13% YOY decline in...
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Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
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DBS – An Alternate Reality
During last quarter, the protests in Hong Kong were especially difficult for businesses, consumers. There is no shortage of negative data points...
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The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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