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...
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Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
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Asian Bank HY Credit Weekly: Coronavirus Offsets Positive Issuance News in Asian Credit Spreads
Spread tightening at the beginning of the week caught market concerns regarding the coronavirus outbreak. Profit taking before the Lunar New Year...
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Philippine National Bank – The Beginning of Recognition
It has taken some time, but finally Philippine National Bank (PNB PM) is being recognized by the market. To us though, this is only the beginning....
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Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
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