The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
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OCBC - 10 Nov Results | Credit Costs +150% Then +250% | ~4% Loans Greater China CRE | Insurance Risk
OCBC releases results on 10 Nov. We believe the figures can underwhelm due largely to credit metrics. Insurance operations have also shown core...
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DBS - Fines, Negative Loan Growth, Greater China CRE Risks, UOB & STAN & HSBC Illustrative
DBS faces fines and higher capital requirements, due to digital banking services outages. This is new. It comes at time where domestic loan growth...
458 Views
UOB - Net Profit Down 1.5% YoY, Credit Costs +126% YoY, Citi Costs ~5% of Profit, Expect Worsening
UOB results are out just out, they do not look good, with worsening loan growth, sharply higher credit costs, meaningful divergence in recoveries...
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Bank of China - Surging LDR, Falling NIM, ROE, with Higher Base of Credit Costs/Operating Income
BOC has seen LDR expansion accompanied by narrowing NIM, raising questions on marginal lending. ROE is worsening dramatically, with credit costs...
641 Views