American Express Company: Initiation of Coverage – B2b Expansion & Other Drivers
This is our first report on American Express, one of the world’s largest integrated payment companies. The company continued the upward trend in...
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Where Are Global Value Funds Positioned?
With Value funds capturing some long awaited outperformance this year, we analyse the current holdings set up among the active Global Value funds...
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Tencent Holdings – After The Speech
TENCENT HOLDINGS: Reserve Bank of Australia indicated that the status-quo for BNPL is likely to continue – which is a significant positive for...
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Credit Bureau Asia – SEA’s Leading Credit & Risk Information Solutions Provider – Lists on SGX
Credit Bureau Asia, the largest provider of credit bureau services within Singapore and the sole credit bureau in Cambodia and Myanmar, made...
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US Banks – Provisions To Halve?
There are vast differences in provisioning done for US banks during 1Q20. There are some banks that indicate a similar high level of provisions...
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