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...
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Ping An Bank – Not Exactly Heroic
Earnings Supported By Massive Cut In Provision: Ping An Bank (00001.CH) [PAB] reported 1Q20 bottom-line results of CNY 8.5 bn, a CNY 4.0 bn...
363 Views
SMBC Americas Holdings – Expecting 19% NPLs in USA
* Pre-COVID-19 Challenges:SMBC Americas Holdings (8316.JP) [SMBCA] had a number of challenges even prior to the impact of COVID-19, which included:...
337 Views
Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
365 Views
Bank Credit Weekly: Basel Advises to Look the Other Way Plus AT1 Spread Assessments
The Basel Committee on Banking Supervision has gutted bank disclosure standards as part of the solution. Hot on the heels of delaying Basel IV...
359 Views