Asian Bank HY Credit Weekly: Senior and Tier 2 Bonds Perform in Risk-Adverse Environment
Coronavirus contagion concerns negatively impacted every Hong Kong-, South Korea- and most mainland China-headquartered Additional Tier 1 (AT1)...
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Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
526 Views
Asian Bank HY Credit Weekly: New Issuance and Asian Credit Spreads
Spread tightening continued apace as investors put money to work in the global new issue market while questioning the sustainability of recent...
577 Views
BBTN: Cheapening as Fundamentals Erode
Bank Tabungan Negara Persero (BBTN IJ) may look as if it has a dominant safe mortgage franchise. But we have seen how this can pan out. Asset...
509 Views
BNI – Misunderstood by Market?
There is little in the recent results of large Indonesian banks that supports the divergence in how the market is considering Bank Negara Indonesia...
665 Views