Bangkok Bank – Rotten To The Core
BANGKOK BANK: BBL reported a 2Q21 QOQ core operating results decline of 86.2%. The increase in net new NPLs, unknown moratorium credits, and COVID...
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The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
360 Views
Last Week in Event SPACE: SOHO China, Toshiba, Boral Ltd, Yageo/Chilisin, Microstrategy
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Bank Credit Compass: Asia Tier 2 and Short Duration Notes Sit in the Sweet Spot
Asia’s Tier 2 notes slightly outperformed AT1 in May. Shorter-duration bonds outperformed although there was greater differentiation in longer...
373 Views
Bank Credit Weekly: Month-End Rebalancing Takes Risk-Off Before Take-Off
Short duration positioning may remain the best strategy over the next few weeks, absent a material inflection point in the upcoming non-farm...
293 Views