Thai Banks – Golden
Thai banks are leveraged to a re-opening of the country to tourism and can benefit at the same time from a newly proposed NPL warehouse scheme.
292 Views
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
435 Views
Bank Credit Weekly: Duration Admiration
We moved from melt-up to full risk-on duration admiration. Almost all bank bonds tightened globally. Given the rate of change, there are mispriced...
259 Views
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...
183 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...
420 Views