Philippine Banks: A Related Party
Related party exposure is material credit negative for several Philippine-headquartered banks. Most, if not all, invested equity is relent back to...
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Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
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BDO Unibank – Is A Capital Raise Next?
*Provision Cover Being Shored Up: On May 31, 2020, BDO Unibank (BDO.PM) [BDO] announced a PHP 20 bn special loan loss provision in anticipation of...
508 Views
Metro Bank: Dynamic Numbers
In our pursuit of opportunity, on the long and short side, some trends are emerging from the 3000 banks that we follow in our model. We still await...
551 Views
Philippine National Bank Profit is Swelling
We first wrote about Philippine National Bank 9 months ago, in our report titled PNB is Overlooked by Most.This is a follow on and an update to...
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