Bank Central Asia – Hunkering Down Is Not Helping
*Lower Costs and Under-Provisioning Support Result: Bank Central Asia’ (BBCA.IJ) [BCA] reported 2Q20 earnings results of IDR of 5.7 bn, declining...
265 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
320 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
Indonesia: Another 50bp of Rate Cuts by October Will Spur 2H 2020 Recovery
BI cut its policy rate 25bp to 4% on Thursday (16 July), completing 100bp of cuts in 2020. But with inflation at 1.96% YoY in June, the real policy...
391 Views
Japan Post Bank – Structural Decline
With asset yields under pressure there is no comparable relief on funding. This is due to the nature of Japan Post Bank (7182 JP)'s (JPB) high rate...
388 Views