Turnaround & Restructuring Insights
Curated research, analysis, and perspectives on restructuring for business and government
This series is curated by our Southeast Asia Turnaround and Restructuring Partners to provide you with data driven insights on the latest market trends and developments. You can subscribe to our RS Broadcast by emailing firstname.lastname@example.org
Airlines in Southeast Asia are under pressure. The sector has been forced into unprecedented operational and financial restructuring in order to mitigate the disruption caused by the Covid-19 pandemic.
A full re-opening of international travel borders and a return to normal flight travel by the end of 2021 is looking more challenging. So what does this mean for airlines in Southeast Asia?
In this edition of T&R Insights, we use data to examine the extent and impact of the disruption, review the evolving financial capacity of airlines and suggest potential levers to reduce cash burn in order to extend the “liquidity runway”.
The Singapore power generation market has undergone an extensive transformation in recent years. The sector has been privatised and opened up to new entrants in the context of a pivot to LNG to improve national energy security. New disruptive technologies are also emerging. In this edition of Restructuring Services Insights we explore data driven perspectives on the Singapore power generation market as well as the performance levers that generation companies should explore to stay ahead of the competition.
As the COVID-19 pandemic spread, governments around Southeast Asia initially focussed on emergency health measures. Financial support for economies, business and employment quickly followed. The financial hangover together with the winding-down of stimulus schemes presents clear challenges. In this edition of Deloitte Restructuring Services Insights we examine the economic impact of COVID-19, government fiscal and legislative responses and the risks to business associated with the end of stimulus.
In this edition of Restructuring Services Insights we take a closer look at the Thai economy and markets as well as the impact of COVID-19 on three key sectors; automotive, aviation and tourism.Notwithstanding a relatively low number of confirmed COVID-19 cases, the impact of COVID-19 on Thai businesses has been acute and has been magnified by Thailand’s economic dependence on tourism as well as globally integrated value chains.
Critical Moves – COVID-19 (2020)
COVID-19 took the world by surprise in the new year and as the virus spreads it is impacting businesses and markets globally. Businesses need to respond, refresh and accelerate contingency planning to ensure they survive the downturn and position for growth when the recovery comes. In this special report we look at the impacted markets, sectors and regions and the critical moves that management teams should be making to respond to the financial impact of COVID-19.
In this Special Report we examine the working capital performance of over 2,000 public companies around Southeast Asia; giving you an opportunity to benchmark your business (or portfolio company). We also identify the practical levers to optimise working capital and unlock cash which can be used for growth, deleveraging and dividends.
Deleveraging Asia (2019)
Following the global financial crisis, non-performing loan (NPL) portfolio sales have been largely focused on the European markets. But investors are now looking to global markets, where the US$640bn NPL stock held by Asian banks – up 23% from the $520bn reported last year – presents a sizable opportunity. In this report, we examine the region’s macroeconomic and banking landscapes with a focus on the market opportunities in China, India, South East Asia, and Australasia.
Bonds have become an increasingly popular financing instrument in Southeast Asia as borrowers seek additional or replacement capital and investors seek out higher returns. With recent news media coverage in Singapore indicating a deterioration in bond quality and a potentially imminent wave of defaults; we take a closer look at the data. This Report analyses trends in the Southeast Asia Bond Market examining issuances, upcoming maturities, credit quality and historical default trends.