Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Thematic (Sector/Industry)

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to issue masala bonds to international investors in order to diversify its funding sources. Masala bonds are rupee denominated offshore bonds quite similar to dim sum bonds issued by Chinese companies. After HDFC, the largest mortgage lender in India, became the first company last week to successfully place a Masala Bond issue more companies are eyeing this…

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to issue masala bonds to international investors in order to diversify its funding sources. Masala bonds are rupee denominated offshore bonds quite similar to dim sum bonds issued by Chinese companies. After HDFC, the largest mortgage lender in India, became the first company last week to successfully place a Masala Bond issue more companies are eyeing this…

Fullerton India to Issue Masala Bonds for Local Ops; Investors in Yield Hunt Chase Cos for Issuance

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Equity Bottom-Up

Risks in China are not limited to Hong Kong’s banks, and the Singapore banks are the next obvious candidates. Where China figures are opaque within Singapore banks’ group first quarter results, we should see more clarity when interim results are released. DBS Bank China has seen its returns down to incredibly low levels, with ROA at 12bps last year. Impairment costs are one contributing factor, but also core income, where margins are now down to 1.64%. At the same time, its costs in China are…

Risks in China are not limited to Hong Kong’s banks, and the Singapore banks are the next obvious candidates. Where China figures are opaque within Singapore banks’ group first quarter results, we should see more clarity when interim results are released. DBS Bank China has seen its returns down to incredibly low levels, with ROA at 12bps last year. Impairment costs are one contributing factor, but also core income, where margins are now down to 1.64%. At the same time, its costs in China are…

Singapore China Bank Experience Worst at DBS?

Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

The executive condominium market sprung into life with buyers snapping up  more than 70% of the units at the the newly launched Treasure Crest, an EC released by <a href="https://www.smartkarma.com/entities/1906" target="_blank" data-smartkarma-citation="entities:1906">Sim Lian Group Ltd (SLG SP)</a> . We visited the showflat over the weekend and it felt like good old times, as the showflat is filled with people. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/010/767/original/Treasure%20Crest.jpg?1469418673" class="editor-image img-responsive" data-smartkarma-image-id="10767"><figcaption class="figcaption">Not seen for some time - a crowded showflat!</figcaption></figure><h2>Why it sold well? </h2>The good take up of Treasure Crest could be attributed to the following reasons: <ul><li>
Lowest priced executive condominium in the market…</li></ul>

The executive condominium market sprung into life with buyers snapping up  more than 70% of the units at the the newly launched Treasure Crest, an EC released by Sim Lian Group Ltd (SLG SP) . We visited the showflat over the weekend and it felt like good old times, as the showflat is filled with people. Not seen for some time - a crowded showflat!Why it sold well? The good take up of Treasure Crest could be attributed to the following reasons: 
Lowest priced executive condominium in the market…

Information Technology Consultant

Ishita Jain

A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming technology. The discussions ensued seeking clarity on the concept of blockchain and how it can actually be applied to financial services. It seems that while there is ample documentation available, much of it is indecipherable to those new to this concept. Consequently, this piece is meant to demystify the blockchain concept which should help the readers understand potential applications and comprehend insights written by my peers.

A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming technology. The discussions ensued seeking clarity on the concept of blockchain and how it can actually be applied to financial services. It seems that while there is ample documentation available, much of it is indecipherable to those new to this concept. Consequently, this piece is meant to demystify the blockchain concept which should help the readers understand potential applications and comprehend insights written by my peers.

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

Singaporeans are cautious and conservative with their investments, and often reject putting their money in areas with a reputation for vice. However, these areas can provide lucrative returns. We give you the Guru View:<ul><li>Price appreciation in Geylang and Little India has been healthy over the past decade, with investors who bought when prices dipped seeing the healthiest returns.</li><li>Gross rental yields remain acceptable, despite a weak market, with certain projects within these areas continuing to enjoy popularity with tenants.</li><li>Buyers and investors should look closer at these areas, rather than rejecting them based on their reputation of vice, because of the rate of gentrification and potential upsides.</li></ul>

Singaporeans are cautious and conservative with their investments, and often reject putting their money in areas with a reputation for vice. However, these areas can provide lucrative returns. We give you the Guru View:Price appreciation in Geylang and Little India has been healthy over the past decade, with investors who bought when prices dipped seeing the healthiest returns.Gross rental yields remain acceptable, despite a weak market, with certain projects within these areas continuing to enjoy popularity with tenants.Buyers and investors should look closer at these areas, rather than rejecting them based on their reputation of vice, because of the rate of gentrification and potential upsides.

Singapore

Oversea-Chinese Banking Corporation Limited offers a comprehensive range of financial services.  The Company's services include deposit-taking, corporate, enterprise and personal lending, international trade financing, investment banking, private banking, treasury, stockbroking, insurance, credit cards, cash management, asset management and other financial and related services.

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OCBC (OCBC SP)

Fullerton India to Issue Masala Bonds for Local Ops; Investors in Yield Hunt Chase Cos for Issuance

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to...

Asia Advisors

Singapore China Bank Experience Worst at DBS?

Risks in China are not limited to Hong Kong’s banks, and the Singapore banks are the next obvious candidates. Where China figures are opaque within...

Daniel Tabbush

Treasure Crest Re-Ignites the EC Market

The executive condominium market sprung into life with buyers snapping up more than 70% of the units at the the newly launched Treasure Crest, an...

TAN Kok Keong

Blockchain & Bitcoin 101

A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...

Ishita Jain

Singapore Property: The Value of Vice

Singaporeans are cautious and conservative with their investments, and often reject putting their money in areas with a reputation for vice....

PropertyGuru

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