GT Capital Holdings (GTCAP PM) - A Philippines Recovery Prospect
GT Capital provides high-quality, yet high beta exposure to the Philippines recovery though banking, autos, utilities, and property
231 Views
EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
256 Views
Bank Credit Compass: September Expectations and August Performance in Asia
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
291 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
770 Views
Bank Rakyat Indonesia: Pondering Pricing on a Promised New Issue
Bank Rakyat Indonesia Persero (BBRI IJ) could price a potential five-year senior unsecured US$-bond at 200 basis points over similar maturity US...
264 Views