ANZ – The Hole Has Been Dug
* Weak 1H20 Results: Australia and New Zealand Banking Group (ANZ.AU) reported a disappointing set of results, with profits declining AUD 1.2 bn...
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ANZ – At Historically Low Credit Costs
Australia’s banks stand out in Asia-Pacific and globally, in many respects, with high wholesale funding, high dividend payout ratios and operating...
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Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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Global Banks – Dividend Risk
There is risk that banks will have to cancel, suspend or cut dividends. During a period of low-cost or free loans from governments and regulators...
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Global Banks – Bank Default Insurance
Credit default swap (CDS) are understandably surging for many global banks. These can be good indicators of relative credit risk for banks, e.g....
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