Bank Structured Warrants that Recently Strengthened Portfolios
Prior to the second-wave of COVID-19 infections in the United States, the world’s largest listed banks by market value generated 11% gains over...
90 Views
OCBC – Malaysia Remains A Headache
* Don’t Be Fooled: Oversea Chinese Banking Corp. (OCBC.SP) [OCBC] reported 2Q20 results of SGD 730 mn, increasing SGD 52 mn (7.7%) linked quarter....
309 Views
DBS Group Holding – Watch Moratorium Credits
*Slightly Better Linked Quarter Results: DBS Group Holding (DBS.SP) [DBS] reported 2Q20 results of SGD 1.2 bn, improving SGD 82 mn (7.0%) linked...
271 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
316 Views
Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
569 Views