JPM, WFC, DBS – Credit Costs
The story for banks now is credit cost reversals, reinstatement of dividends, and lastly resumption of loan growth. Data from some US banks may...
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Bank Sector Outpaced in 1H21, Potential for Frequent Rotations in 2H21
Bank stocks were among the strongest industries of the global stock market in 1H21, outpacing broad global benchmarks, alongside the iron and...
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Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
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Federal Bank – Capital Preservation Mode
FEDERAL BANK: Federal recently highlighted FY 1Q22 growth metrics in lending and deposits – both of which are contracting. In our view, it appears...
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HDFC Bank – Spigots Are Now Off
HDFC BANK: HDFCB provided an investor update for FY 1Q22 ahead of its official scheduled July 17, 2021 earnings release. Highlights related to...
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