LIC Housing Finance – No NCOs Whatsoever?
LIC HOUSING: LIC reported a QOQ FY 2Q22 bottom-line increase of 61.6%, driven by a loss provision cut. Oddly, LIC had zero NCOs and negative loan...
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Bank Of Philippine Islands – Asia’s Top Performer
BANK OF PHILIPPINE ISLANDS: BPI reported QOQ 3Q21 results declined 16.6%. What impressed us most was how well controlled credit metrics are. It...
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HDFC Bank – Extending & Pretending
HDFC BANK: HDFCB released a nonsensical set of FY 2Q22 operating basis, which exhibited improvement of 14.5% QOQ. Puzzling is the 28.5% increase in...
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CrossASEAN Digital Economy - The Gloves Are off in Digital Finance?
Competition between digital banks and conventional banks has started to heat up in Indonesia and is only going to accelerate the digitisation trend...
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Key Drivers of Singapore Bank Stocks
Globally, the Bank Sector has been among the strongest performing stock sectors in the 2021 YTD, generating similar returns to the Energy...
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