ST Engineering Leads Buyback Consideration Tally on New Mandate
In May, 18 SGX primary-listed stocks bought back shares for a total consideration of S$15 million, lower than the S$36 million in consideration...
114 Views
United Overseas Bank: Go Underweight AT1
Underweight United Overseas Bank (UOBSP) Additional Tier 1 (AT1) bonds. From a relative value perspective, we believe these bonds are likely to...
321 Views
United Overseas Bank and RLAR Cake
United Overseas Bank (UOB) has its cake and eats it too by presenting regulatory loss allowance reserves (RLAR) as both regulatory capital and as...
399 Views
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...
283 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....
225 Views