Bank Negara Indonesia – MOSOE Tosses A Grenade
Bank Negara Indonesia: Without any detail the MOSOE announced that BBNI will seek a rights offering in 2022. We calculate a minimum loss reserve...
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Bank Credit Weekly: Inflection Point or Fed Disappoint?
We are set-up for 2 disappointing Fed outcomes which could create buying opportunities. Meanwhile, Treasuries may have seen the worst of their sell...
410 Views
European Bank Screens 4Q20 – Our Picks in the Rotation to Value
The rotation to value benefits European banks, and there is further to go. 4Q20 results show resilient balance sheets; we focus on HSBC, Unicredit,...
433 Views
G Stands for Governance: When Jardine Makes a Mockery of ESG; JS Publishes 58.22 USD NAV on 31/12/20
ESG is the buzzword "du jour". When the G in ESG gets put to the test in the recent Jardine Strategic buyout the 33 USD offer price looks extremely...
749 Views
Aztech Global – Delighting People with Smarter Solutions – Debuts on SGX
Aztech Global listed on the SGX Mainboard today. The technology unit of Aztech Group (previously listed on SGX), provides one-stop design and...
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