Short DBS Bank Singapore
We will start a new series of short ideas in Asia given our call for EM equities to peak tactically in August and decline into September. We will...
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Reigning in Provision Costs, Despite Higher Bad Loans: DBS
Against higher bad loans, DBS Group Holdings Ltd (DBS SP) took less provision expenses. The bank’s bad loans were up 37% in the past twelve months,...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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DBS 2Q17 Profit to Come Under Pressure Not Only from Provisions
There are several reasons to assume lower 2Q17 net profit for DBS Group Holdings Ltd (DBS SP) compared with 1Q17. Of course, it is the magnitude of...
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