United Overseas Bank: Go Underweight AT1
Underweight United Overseas Bank (UOBSP) Additional Tier 1 (AT1) bonds. From a relative value perspective, we believe these bonds are likely to...
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HSBC Holdings â Letting A Good Crisis Go To Waste
*FT Suggests Sea Change In US Strategy: In a Financial Times article dated May 25thâHSBC board rethinks overhaul and seeks even sharper cutsâ, it...
499 Views
Standard Chartered and IFRS 9 Moves: We Prefer StanLnâs â23 Callable AT1 to HSBCâs â23
Standard Chartered (StanLn) could benefit from a reset of IFRS 9 transitioning and expected credit loss (ECL) deferral, as proposed for European...
342 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
384 Views
CIMB Group Holdings - Indo Could Be Dangerous
*Weak 1Q20 Results: Â CIMB Group Holdings (CIMB.MK) [CIMB} reported 1Q20 profit of MYR 498.8 mn â declining MYR 267.3 mn (34.9%) linked quarter....
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