BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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Major Bank Oligopoly Flexes the Pricing Power Lever
Structural rise in funding costs offset by home loan repricing.We believe the increase in short-term wholesale funding costs is structural, not...
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MUFG (8306 JP): Crowd Pleaser
Mitsubishi Ufj Financial (8306 JP)’s interims showed continued but modest profit growth overall, with the contribution from Morgan Stanley (MS US)...
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BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
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Regionals Vs Majors: Could We See A Pricing Reversal?
Ever since the Global Financial Crisis (GFC), funding costs in capital markets for both major and regional Australian banks have been steadily...
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