Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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Global Banks – Dividend Risk
There is risk that banks will have to cancel, suspend or cut dividends. During a period of low-cost or free loans from governments and regulators...
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Global Banks – Bank Default Insurance
Credit default swap (CDS) are understandably surging for many global banks. These can be good indicators of relative credit risk for banks, e.g....
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Asian Banks – Material Event
After the closing of books for end of calendar year 2019, there is a material event: coronavirus. Most of Asia’s banks have not yet reported...
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Insurance Australia Group - Margin Guidance Cut
FY 2020 Margin Downgrade:Insurance Australia (IAG.AU) cut its FY 2020 insurance margin guidance range to between 14.5%-16.5% from 16%-18% due to...
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