Ezion Holdings: A Reminder of Risks Facing Singapore's Banks
It is a stark reminder that all is not well in the oil and gas service sector in Singapore with the 2Q17 loss at Ezion Holdings Ltd (EZI SP) and...
215 Views
Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
572 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
153 Views
DBS' Worsening Asset Quality Despite Stable Oil Prices
Below are quotes from DBS Group Holdings Ltd (DBS SP) recent disclosure and also from the local press citing the bank’s CEO. While we tend to...
195 Views
The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
285 Views