BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
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ST Engineering Leads Buyback Consideration Tally on New Mandate
In May, 18 SGX primary-listed stocks bought back shares for a total consideration of S$15 million, lower than the S$36 million in consideration...
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The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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CIMB Group Holdings - Indo Could Be Dangerous
*Weak 1Q20 Results: CIMB Group Holdings (CIMB.MK) [CIMB} reported 1Q20 profit of MYR 498.8 mn – declining MYR 267.3 mn (34.9%) linked quarter....
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Manufacturing Surge Is Tempering the Magnitude of Recession
We are revising up our forecast of Singapore's real GDP growth in 2020, to +1.5% (from -1% previously) because of the remarkable resilience of...
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