Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
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Erste Bank – Venn Union of Delta
The most powerful delta is well in place. During coming quarters the bank may see a union of several deltas: improving net interest income, net fee...
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Erste Bank – Radically Higher Provisions Can Turn Down Magnificently
EBS saw its provision expenses rise 37x in FY20 compared with FY19. There are few that compare. The implications are positive for its current year...
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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...
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European Banks: Dividends in a Time of Crisis
The ECB is holding talks with Eurozone lenders with regards to dividends, according to Bloomberg, in order to attempt to preserve capital during...
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