Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
338 Views
NetEase Secondary Listing: HK-ADS Premium/(Discount) Views
NetEase Inc (NTES US) has launched a $2.6 billion secondary listing in Hong Kong. This raise would be Hong Kong's biggest stock offering of the...
413 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views
OCBC – Only The Beginning
*Weak Quarter: OCBC posted a messy set of results in 1Q20 – as earnings declined SGD 545 mn (43.8%) linked quarter. Credit quality and Great...
326 Views
OCBC – Nothing Great About Great Eastern
*Weak Great Eastern Returns: Great Eastern (GE.SP) reported 1Q20 earnings of SGD 33.9 mn, declining 88% linked quarter from the SGD 287 mn posted...
431 Views