ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
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Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
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Japan Post Bank – Structural Decline
With asset yields under pressure there is no comparable relief on funding. This is due to the nature of Japan Post Bank (7182 JP)'s (JPB) high rate...
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DNB ASA – Window To Be Constructive Is Open
*Stand Out Quarter For First Major European Out of The Box: DNB ASA (DNB.NO) [DNB] kicked off 2Q20 results season with a bang, reporting a...
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Japanese Activism: Playing Behind Closed Doors
The Corona virus was an effective muzzle on activist demands this year. It also gave companies a convenient excuse to curtail investor...
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