Vietnam Banking Sector - Stop, It Hurts
*Â Moody's Weak Credit Rating Assigned;Â * State Bank of Vietnam Circular Prevents Cross-Ownership; and* Growth constrained due to bank regulatory...
273 Views
Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of  Level 3 asset and net open short F/X position. Loan loss reserves need...
389 Views
MUFG – Bank Danamon Deal Makes Little Sense
* Bank Danamon is additive to MUFG’s ASEAN strategy, bringing it's foreign content of EPS to 50%.* From a financial and managerial perspective,...
353 Views
Banking Industry Update Report - Macro Advantage to Drive Profit Growth of Banking Industry
New prospects for bad debt recovery prospects. The legal framework has continued to improve with the adoption of Resolution 42, which is considered...
266 Views
Vietnam H1 2017 Update
MacroeconomyVietnam's GDP growth rate in H1 2017 fell short of expectations, which will make it difficult for Vietnam to reach its growth target of...
467 Views