Ping An Bank – Not Exactly Heroic
Earnings Supported By Massive Cut In Provision: Ping An Bank (00001.CH) [PAB] reported 1Q20 bottom-line results of CNY 8.5 bn, a CNY 4.0 bn...
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SMBC Americas Holdings – Expecting 19% NPLs in USA
* Pre-COVID-19 Challenges:SMBC Americas Holdings (8316.JP) [SMBCA] had a number of challenges even prior to the impact of COVID-19, which included:...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
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Bank Credit Weekly: Basel Advises to Look the Other Way Plus AT1 Spread Assessments
The Basel Committee on Banking Supervision has gutted bank disclosure standards as part of the solution. Hot on the heels of delaying Basel IV...
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Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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