The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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OCBC – Difficult to Square
The data and text from Oversea Chinese Banking Corp. (OCBC SP) is difficult to square. It talks about improved credit quality, but its NPLs are up...
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Single Stock DLCs in Focus as Singapore Banks Report Q4 Results
DBS is expected to announce its fourth quarter and full year 2018 results next Monday 18 February while UOB and OCBC are expected to announce...
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Monthly Share Buybacks Decelerated on 4% STI Rebound
In Jan 2019, the STI gained 4% and 21 SGX primary-listed stocks repurchased 30 million shares with total consideration of S$26 million. This...
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U.S. Fed More Dovish on Future Rate Hike; Prefer HSBC, OCBC, and BOCHK in Our Asia Bank Coverage
With the U.S. Federal Open Market Committee unanimously voting to maintain its target rate range at 2.25%-2.5% in its first official meeting of...
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