HSBC North America - The Perfect Hedge
HSBC NA loses money in every operating environment, making it a perfect hedge. Credit quality and capital levels remain very weak. Re-cap is when...
340 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
442 Views
Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
429 Views
Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
529 Views
DBS – To Follow Weakening Concerns from US Banks?
There have been earning warnings from US banks. Some expect less investment banking income. Others expect less trading income. Lower interest rates...
422 Views