Asia Risk Sentiment Lags US Rebound
Risk sentiment in Asia high yield lagged positive momentum in the US. Negative sentiment in Asia may have been aided by perceptions that Chinese...
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Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
322 Views
KB Financial – Bigger Is Not Always Better
* Weak First Quarter To Start Off Year: KB Financial Group (105560.KS/KB.US) [KB] reported 1Q20 results of KRW 729.5 bn, up KRW 194.8 bn or 36.4%...
334 Views
Substantial Premiums on Korean ADRs Amid Friday Rally in US: Current Status Checkup
The Friday rally in the US has led to a substantial price gap between the ADRs and their underlying shares. Here is the current status of the...
310 Views
Asian Bank HY Credit Weekly: New Year / New Issue Market
Risk-wait, risk-on and new issue markets impacted Asian bank bonds over the geo-politically eventful week ending 10 January 2020. After a slow...
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