DBS – Oil Slick
Oil prices are down. BP indicates the risk of 40% less oil demand growth this year. We know airlines are cutting flights. International schools are...
401 Views
Mitsubishi UFJ Holdings Group - Goodwill Write-Down Bodes Poorly For Bangkok Bank Deal
Indonesia Bank Investment Rule Relaxation Encouraging Transactions. MUFG Takes a Hit On Bank Danamon to Tune of USD 1.9 bn Bangkok Bank -...
467 Views
The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views
DBS – New NPAs, Write-Offs Highest in Years
We will not regurgitate basic commentary on DBS Group Holdings (DBS SP) results. We do not view the figures as positive. New NPA formation is now...
370 Views
The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
388 Views