CIMB Group – Reserve Cover Light Still
CIMB GROUP: Operating results exhibited linked quarter improvement, although stated results declined. Reserve cover remains quite light despite...
225 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
759 Views
BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
309 Views
CIMB Bank: Hanging Ten
We initiate our coverage of CIMB Bank Bhd (CIMB) and analyze the impact of COVID-19 on the bank’s credit fundamentals. As the 2nd-largest bank in...
374 Views
RHB Bank – Quiet Transformation
RHB Bank Bhd (RHBBANK MK) used to be far more focused on corporate loans and this has changed dramatically over the years, in favor of consumer...
405 Views