Big C Retail Pre-IPO - The Positives - Has a Strong Presence
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the postive aspects of the...
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The Week That Was in ASEAN@Smartkarma - Deltamas on Form, Metrodata Enabling Digital, and DBS & Oil
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
322 Views
UOB & DBS - Major Divergence In Bad Loans Over Past 2 Crises
UOB and DBS show vastly different rates of NPL growth in the past two crises, favoring the former. UOB's recent provisioning is far higher than...
429 Views
SBFC Finance Pre-IPO - Has Grown Fast While Maintaining Asset Quality
SBFC Finance Limited (1547353D IN) is looking to raise up to US$145m in its upcoming India IPO. Even through COVID-19, it had managed to more than...
389 Views
DBS - Beware of Oil Exposures like Last Time Oil Prices Declined
Oil prices are down dramatically, where DBS is exposed. This may explain what appears to be a good correlation, oil and DBS. Credit costs can rise...
439 Views