EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
389 Views
Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
363 Views
China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
462 Views
Bank of East Asia: Buy the Inefficient Capital Securities
We recommend Buying Bank of East Asia's (BNKEA) inefficient Additional Tier 1 (AT1) capital securities. The minimum trading size increment of a...
415 Views
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...
915 Views