DBS Group - Leveraging Tech Capabilities For Outperformance
At DBS Investor Day 2023 – Digital Transformation 2.0 held earlier this week, DBS's management quantified key achievements made since 2017
400 Views
HSBC - The Narrative Seems to Be Missing Many Points of the Reality
The HSBC narrative seems to be missing much of the reality: the sharp drop in NIM in 4Q23, the worsening proportion of bad CRE loans to total, and...
403 Views
HSBC - HK & China CRE Credit Impaired Loans Now 25.8% from 20.2% | ECL Coverage for HK CRE up 45%
NYCB, Aozora, now Pfandbriefbank in Germany, CRE risks are clear. HSBC is not only exposed in places like Hong Kong and China, but also material...
809 Views
Kotak Mahindra Bank - US$1.2 Billion Lockup Release
In Jun 2023, CPPIB raised around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). Prior to that it had sold a similar amount in...
449 Views
STAN - Stage 2 Loans Surge | Expect Migration to Stage 3 Loans | Credit Costs Can Move 50% Higher
STAN's traditional credit costs are surging and remain well below long term averages. Rising stage 2 loans are the real concern, with migration...
310 Views