European Banks: Focus on Digital Banking Pioneers Trading at Attractive Valuations
European banks are at the deep value end of the equities spectrum, in the current investment climate We are not, however, consigning the entire...
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Smartkarma Originals
Bank Contingent Capital & Coronavirus Contagion
When you purchase bank contingent capital, you may marry it for the foreseeable future. Coronavirus contagion is challenging this contractual...
727 Views
European Banks: Dividends in a Time of Crisis
The ECB is holding talks with Eurozone lenders with regards to dividends, according to Bloomberg, in order to attempt to preserve capital during...
381 Views
Yes Bank, No Bail-In Precedents: Re-Iterate Buy Senior Unsecured
Rating downgrades, clear governance issues, increasingly likely loan losses and underwhelming capital support. This is the making of a train-wreck...
385 Views
Bank of East Asia: Overweight Short-Call AT1 on Refinancing Ability
Value opportunity or value trap in short-term callable Additional Tier 1? On a relative value basis, Bank Of East Asia's (23 HK) (BNKEA)...
440 Views