bearish•Thematic (Sector/Industry)•10 Mar 2023 13:26
US Banks - Not Just Silicon Risk
US banks face more than just Silicon Valley risk, namely with respect to rising deposit rates, worsening net interest income, and rising credit costs.
bearish•RHB Bank Bhd•02 Mar 2023 09:44
RHB - Volatility
RHB's credit costs are characterized by a high degree of volatility, which is not something that we view as positive. Reversals hardly repeat...
bearish•HSBC Holdings•22 Feb 2023 11:39
HSBC - Dangling The Dividend
High quarterly growth in operating costs, worsening net fee income yet again, and sharply higher credit costs, helped to offset most of the net...
bullish•Bank Brisyariah•13 Feb 2023 11:55
BRIS - Dominant
BRIS is relatively newly formed, with an incredibly dominant Shariah lending market share, where growth is high and can continue with strong asset...
bullish•KakaoBank•02 Feb 2023 11:58