Bank OZK - Most CRE Loans/Total Loans of Any US Bank & Dramatically Worsening Credit Metrics
Commercial real estate (CRE) loans are risky in the US normally and especially now. Bank OZK is most exposed, with dramatic worsening of credit...
225 Views
US Banks - HFD Shows Sharply Expanding Loans, with Newly Negative Growth in Jumbo Time Deposits
US large banks show loans accelerating (but not riskier CRE loans) and with higher cost Jumbo time deposit growth now turning negative in new...
201 Views
HSBC - Results on Thursday, Risk of BoCom Mark Down, Heavy UK, US Corporate Lending Not Positive
Bank of Nova Scotia's further and sizeable goodwill impairment on its China bank holding during its 4Q ending October 2024, suggests that HSBC may...
667 Views
Chailease - A Window on China Lending, +62% Impairment Costs, Decelerating Loan Growth in China
Chailease offers an alternative view on China lending, where its loan growth is slowing sharply, where credit costs to loans are rising...
225 Views
KB Financial - NPLs from KRW2.1tr to KRW3.1tr YoY Vs +6% Loans. Substandard Loans: Big Issue
KB Financial shows relatively benign credit costs, but NPLs are surging, and its substandard loan growth is especially high. Risks remain for much...
247 Views