Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
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Short Interest Spiked for Meituan, HSBC and CR Beer
Hong Kong SFC reported on today for aggregate short position on May 15. The aggregate short value for equities increased by $313m (+0.6%) WoW and...
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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...
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OCBC – Only The Beginning
*Weak Quarter: OCBC posted a messy set of results in 1Q20 – as earnings declined SGD 545 mn (43.8%) linked quarter. Credit quality and Great...
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