Bank of East Asia - Sinking Into the Abyss
That Incredible Shrinking Feeling: Bank of East Asia (23.HK) [BEA] reported 2H19 EPS results of HKD 0.67 per share - a 13% YOY decline in...
375 Views
Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
340 Views
DBS – An Alternate Reality
During last quarter, the protests in Hong Kong were especially difficult for businesses, consumers. There is no shortage of negative data points...
413 Views
The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
DBS – Oil Slick
Oil prices are down. BP indicates the risk of 40% less oil demand growth this year. We know airlines are cutting flights. International schools are...
403 Views