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...
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Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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BOCHK – A Very Managed, Yet Poor Set of Numbers
* Despite Managed Set of Results, Still A Miss: BOC Hong Kong Holdings (2388.HK) [BOCHK] reported 2H19 earnings results of HKD 15.6 bn...
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Asian Bank HY Credit Weekly: Crisis of Confidence
A crisis of confidence in leadership led $US liquidity to collapse during the week, resulting in the largest drop in US stock markets since the...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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