Banks – Reinstating Dividends
We have seen strong economic recovery. The beginning of lower credit costs is here, which should continue. Next to follow should be higher...
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Bank Credit Weekly: Melt-Up in Asset Prices or Melt-Down in Conviction?
Melt-up in asset prices or melt-down in conviction? Short callable AT1 bonds led the ongoing rally in bank credit. Tier 2 bonds suggest more of a...
185 Views
HSBC – Vive La France!
Credit Agricole and Societe Generale have reported dismal quarterly results. This may have negative implications for HSBC in the region.
391 Views
DBS Group Holdings – COVID & India Not A Good Combo
DBS GROUP HOLDINGS: DBS reported a 4Q20 results decline of 22.0% linked quarter. Results remain troubling across the board. India deal poses...
232 Views
Ping An Insurance – Hope Is Not A Strategy
PING AN INSURANCE: Ping An reported 2H20 an operating profit decline of 12.2% HOH. Despite bottom-line improvement in Life, results are truly...
221 Views