DBS – Modeling Provisions
We have all seen how credit costs have come down for US banks. DBS can see a significant decline in credit costs, with meaningful gas and energy...
429 Views
Wells Fargo – The Great Provision Delta
Long-term perspective shows that Wells Fargo may be in for a period of incredibly low provisions, which should be beneficial to results going forward.
528 Views
Indonesia Banks – Most To Recover?
Few countries compare. Banks in Indonesia saw staggering credit costs during 2Q20. For 40 banks the average rate of growth QoQ was 126%. The...
463 Views
CMA – Telling Credit Cost Profile
We all remember the dire days early in the year, when oil prices hit a negative number. There was incredible panic at the time when Saudi Arabia...
342 Views
LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
370 Views