Citigroup – Janes’ Pain
Citigroup: Citi reported a 22.0% QOQ 2Q21 bottom-line decline from negative operating jaws and weakness in Global Consumer and Institutional. Net...
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J.P. Morgan & Co. – Not Good Jamie
J.P. Morgan: JPM reported a QOQ decline in 2Q21 in bottom-line of 16.4%. Previous credit quality gains have reversed, leading us to question...
162 Views
L&T Finance Holdings – Struggling To Survive
L&T Finance Holdings: LTFH reported FY 1Q22 bottom-line declined 33.3% QOQ. Results were weak across the board. LTFH's reserve is short INR 69 bn...
166 Views
Federal Bank – Capital Preservation Mode
FEDERAL BANK: Federal recently highlighted FY 1Q22 growth metrics in lending and deposits – both of which are contracting. In our view, it appears...
165 Views
The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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