KakaoBank - Term Deposits +47% | Net Int Inc/Assets -80bps | Provisions: 10% to 23% of Net Int Inc
Major net interest income pressure, NIM down sharply in past 6 months. Operating costs not supporting ROA. Credit metrics worsening: LLP from 10%...
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EQD | KOSPI 200 Index WEEKLY OVERBOUGHT (Or Break-Out Rally?)
​The KOSPI 200 Index is approaching Q3/overbought territory, this pattern is bearish, but if the index keeps rallying for 2 more weeks, it could...
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Seoul Guarantee Insurance Corp IPO Preview
Seoul Guarantee Insurance Corp is getting ready to complete its IPO in Korea in the next several weeks. At the high end of the IPO price range,...
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ECM Weekly (20th August 2023) - Indigo, Vinfast, SBFC, Concord, Wuxi, NSDL, LianLian, Fedbank
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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South Korean Banks Screen; Stick with Hana Financial (086790 KS)
In South Korean banks, we stick with quality play Hana Financial but remove contrarian call Industrial Bank of Korea, due to the latter's fast...
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