The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
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The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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CIMB Group – A Positive Turn
CIMB GROUP: CIMB core results improved 5.1x linked quarter, driven by NIM expansion, loan growth, and decline in loss provisions. Loss reserves are...
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Singapore Banks – Loan Migration
We believe the positive loan migration risk is at DBS and the least positive is at UOB. The implications are for lower credit costs at DBS than...
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Oversea Chinese Banking Corp. – The Credit Turn Is Official
OVERSEA CHINESE BANKING: OCBC reported 1Q21 QOQ net profit growth of 24.0% driven by a provision reduction and one-time gain at Great Eastern. We...
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