Major Bank Oligopoly Flexes the Pricing Power Lever
Structural rise in funding costs offset by home loan repricing.We believe the increase in short-term wholesale funding costs is structural, not...
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MUFG (8306 JP): Crowd Pleaser
Mitsubishi Ufj Financial (8306 JP)ās interims showed continued but modest profit growth overall, with the contribution from Morgan Stanley (MS US)...
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BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¢ SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
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Regionals Vs Majors: Could We See A Pricing Reversal?
Ever since the Global Financial Crisis (GFC), funding costs in capital markets for both major and regional Australian banks have been steadily...
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Property Exchange Australia IPO Quick Take - A Burst of Short-Term Growth but Then What?
Property Exchange Australia Ltd (PEXA AU) plans to raise around US$620m via a mix of selling primary and secondary shares. PEXA is part owned by...
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