The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
275 Views
CIMB Group Holdings - Indo Could Be Dangerous
*Weak 1Q20 Results: CIMB Group Holdings (CIMB.MK) [CIMB} reported 1Q20 profit of MYR 498.8 mn – declining MYR 267.3 mn (34.9%) linked quarter....
215 Views
Standard Chartered – Going Backward Again
* Solid 1Q20 Result: Standard Chartered plc (2888.HK/STAN.LN) [STAN] reported a fairly robust set of 1Q20 results – coming in at USD 517 mn,...
310 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
294 Views
CIMB Bank: Hanging Ten
We initiate our coverage of CIMB Bank Bhd (CIMB) and analyze the impact of COVID-19 on the bank’s credit fundamentals. As the 2nd-largest bank in...
372 Views