OCBC - Market Capitalization Rising, Unlike Peers | Insurance Is Lack Luster | Credit Costs Seem Low
OCBC may see its net interest income slow dramatically, exposing the worsening other line items, where credit costs can especially surprise,...
304 Views
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
378 Views
OCBC - 10 Nov Results | Credit Costs +150% Then +250% | ~4% Loans Greater China CRE | Insurance Risk
OCBC releases results on 10 Nov. We believe the figures can underwhelm due largely to credit metrics. Insurance operations have also shown core...
519 Views
Thai Life Insurance Pre-IPO - Thoughts on Valuation and International Peer Comparison
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about valuations.
563 Views
Oversea Chinese Banking Corp.- Another Weak Print
OCBC: OCBC reported 4Q21 net profit decline of 20.5% QOQ due to increases in loss provisions and costs. Were it not for the improvement in...
253 Views