Rizal Commercial Bank: The Known Unknowns in Advance of Its AT1 Issuance
There are several disconcerting issues pertaining to Rizal Commercial Bank (RCBPM) which potential investors need to gain comfort regarding in...
426 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
Bank of the Philippine Islands – No Free Pass
*Falling Very Short: Bank of the Philippine Islands (BPI.PM) [BPI] reported 2Q20 results of PHP 5.3 bn – missing consensus by 15% and falling short...
307 Views
Philippine Banks: A Related Party
Related party exposure is material credit negative for several Philippine-headquartered banks. Most, if not all, invested equity is relent back to...
369 Views
Wirecard – Yolk’s On Everyone
*Another Potential Fraud: Shares of Wirecard (WDI.GR) fell by as much as 67% after the German payments and card-issuing firm disclosed that Ernst...
341 Views