CIMB Group – Heading Deeper Into the Woods
CIMB GROUP: CIMB reported 4Q20 results improved 9.3% linked quarter, and highlighted by a  massive reduction in its tax rate and an enormous...
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CIMB Group – Reserve Cover Light Still
CIMB GROUP: Operating results exhibited linked quarter improvement, although stated results declined. Reserve cover remains quite light despite...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
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CIMB Bank: Hanging Ten
We initiate our coverage of CIMB Bank Bhd (CIMB) and analyze the impact of COVID-19 on the bank’s credit fundamentals. As the 2nd-largest bank in...
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