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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STI Rebounds 4% Since 14 May, Continues to Outpace Global Benchmark in YTD
With resilient business investment and regional trade supporting Banks, Industrial and Manufacturing-related stocks, in addition to multiple...
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Singapore Stocks Paralleled GDP Strengths in 1Q21
Singapore’s economy expanded 1.3% YoY in 1Q21, a reversal from the 2.4% YoY contraction in 4Q20. Key drivers of the 1Q21 GDP growth were...
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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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