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...
331 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...
337 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...
355 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
236 Views
MUFG (8306 JP): Growing Pains Growing
Mitsubishi UFJ Financial (MUFG) (8306 JP) has now revised down its consolidated net profit target for the second time in three months, from an...
250 Views