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
Cullen/Frost Bankers – Higher Oil, Less Provisions?
There are few banks in the US or in Texas that have seen as much credit costs during 1Q20 as Cullen/Frost Bankers (CFR US). While both JPMorgan...
358 Views
DBS – Giant Positive Surprise?
We wonder if it’s time for DBS Group Holdings (DBS SP) to provide an incredibly positive surprise with quarterly results? This view is predicated...
509 Views
Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
292 Views
Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
329 Views