Vietnam Banks - DATC Move A Mere Drop In the Bucket
* DATC Move a Tiny Positive; and * Net New NPL Growrh is Disturbing to Say the Least; and * USD 27 bn (9.5% of total loans) in NPLs is due to...
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Vietnam Banking Sector - Stop, It Hurts
* Moody's Weak Credit Rating Assigned; * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
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Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of Level 3 asset and net open short F/X position. Loan loss reserves need...
252 Views
MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
221 Views
Banking Industry Update Report - Macro Advantage to Drive Profit Growth of Banking Industry
New prospects for bad debt recovery prospects. The legal framework has continued to improve with the adoption of Resolution 42, which is considered...
191 Views