BOC HK - Credit Costs Have Flat Lined for Years, a Blow Out in 2H23 or 1H24 Can Be a Shock
BOC HK has seen credit costs flat line for some years, possibly making it appear as though this bank does not experience credit cycles. Long term...
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US Banks - Flat Line Loans, High Growth Higher Cost Funding, Net Interest Income Growth Is Negative
Weekly balance sheet data for large US banks shows liabilities shift toward higher cost funding continues, with loan growth remaining week, losing...
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ESG Opinions Are Affecting the Shape of Bank Spread Curves
When bank bond issuers face ESG risks such as climate change, this should be translated in the market through significant pick-up on longer...
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The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
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Hong Kong Buybacks Weekly (Aug 21st): Tencent, Kuaishou, Jd Logistics, Cowell, Sinopec Seg
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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