Housing Development Finance Corp. - Provision Buffers Simply Do Not Exist
*Weak Results Will Continue For Some Time: Housing Development Finance Corp. (HDFC.IN) [HDFC] reported FY 4Q20 profits of INR 22.3 bn – missing...
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IDFC First Bank – False Dawn
*Poor Result, Despite Profit Anomaly: IDFC First Bank (IDFCBK.IN) [IDFC] reported FY 4Q20 results INR 7.2 bn – the first positive result after six...
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Bank Credit Weekly: Risk-On Until Hong Kong
Almost all Asia-headquartered bank bonds tightened in this week’s risk-on environment. However, Friday’s jump in Hong Kong's inter-bank rates...
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Bajaj Finance - Shocking Net New NPL Increase
* Positive Operating Jaws, Despite Hefty Provision: Bajaj Finance (BAF.IN) [Bajaj] reported operating profits for FY 4Q20 of INR 891.6 mn –...
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Bank Credit Weekly: Insight 2020 Update on Contingent Capital – CCB (Asia) Curve Value
In preparation for Insight 2020, we change it up this week and update several charts that we will discuss during the event. Notably, we find that...
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