Philippine Bank Asset Quality: Reported Versus Reality and Relative Value
Rizal Commercial Banking (RCBPM) and Union Bank of the Philippines (UBPPM) present their respective non-performing loan (NPL) ratios net of...
335 Views
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...
344 Views
Philippine Banks: A Related Party
Related party exposure is material credit negative for several Philippine-headquartered banks. Most, if not all, invested equity is relent back to...
360 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...
285 Views
BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
314 Views