Bank Credit Weekly: Melt-Up in Asset Prices or Melt-Down in Conviction?
Melt-up in asset prices or melt-down in conviction? Short callable AT1 bonds led the ongoing rally in bank credit. Tier 2 bonds suggest more of a...
177 Views
Asia Dividend Forecasting | Quarterly Update 1.0
We incorporate latest reported financial data to provide updated results for our Asia Dividend Forecasting models. We also ran an insightful price...
412 Views
Krung Thai Bank – Lower Credit Tail Risk
KRUNG THAI BANK: KTB reported a 4Q20 net profit increase of 13.0% linked quarter. KTB’s hard work controlling credit risk is paying off, as net new...
209 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
190 Views
Bangkok Bank – Going Backward
BANGKOK BANK: BBL reported weak 4Q20 results - declining 40.3% linked quarter. Results were poor across the board with negative operating jaws and...
207 Views