Standard Chartered and IFRS 9 Moves: We Prefer StanLn’s ’23 Callable AT1 to HSBC’s ‘23
Standard Chartered (StanLn) could benefit from a reset of IFRS 9 transitioning and expected credit loss (ECL) deferral, as proposed for European...
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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...
275 Views
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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Last Week in Event SPACE: Softbank, Reliance, Metlifecare, Sony Financial, Towngas, United Spirits
Last Week in Event SPACE ... Flying horses aside, if you are bullish based on the discount to NAV and buyback, there is probably some buffer to...
237 Views
Bangkok Bank/Permata – Deal Closed, MTO Next
Bangkok Bank Public (BBL TB)/BBL announced after market close the completion of the acquisition of an 89.12% stake in Bank Permata (BNLI IJ) from...
364 Views