The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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DBS – Singapore Banks Gain Vs HK Banks
Most banks took high credit costs last year compared with the year before. Hang Seng Bank has seen a low delta, while DBS bank has seen a high...
257 Views
Bank Central Asia – Light At The End Of The Tunnel
BANK CENTRAL ASIA: BCA's core operating results grew 40.9% QOQ in 1Q21, and were highlighted by interest income growth and lower taxes. Another...
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Pair Trading Ideas - Asian Financials
We highlight potential trades among liquid large cap Asian financial stocks that are correlated and exhibit mean reversion. We recommend closing...
346 Views
Ping An Insurance – Sea Change At Bank
PING AN INSURANCE: PAB reported a 55.2% QOQ improvement in results. Net new NPLs have increased 53.6% on an annualized basis - far better than the...
261 Views