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Datum | Dokument-Art |
Titel
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Emittent/Unternehmen
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18 Oct 2022
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Sector In-Depth
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Renewable Energy – China: Transition to grid parity and viable energy storage facilities key for sector development
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01 Aug 2022
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Sector In-Depth
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Banks – ASEAN: BNPL has potential, but various challenges will hinder sector's growth
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29 Jul 2022
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Sector Comment
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Financial Institutions – Colombia: Colombia moves towards open banking, a credit positive for financial sector
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10 May 2022
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Sector Comment
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Banks – Thailand: An acceleration of branch closures is credit positive
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04 May 2022
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Sector Comment
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Banks – Malaysia: Malaysia's largest incumbents are well positioned to face competition from innovative digital banks
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24 Mar 2022
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Sector In-Depth
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Automotive – China: New energy vehicle market has more opportunities to grow
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01 Mar 2022
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Sector In-Depth
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Banks – Southeast Asia: Digital banks will boost innovation and financial inclusion, with uneven impact on incumbents
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14 Jan 2022
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Issuer Comment
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Itau Unibanco Holding S.A.: Itaú’s acquisition of digital broker Ideal is credit positive
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Itau Unibanco Holding S.A.
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05 Nov 2021
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Sector Comment
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Banking – Mexico: Ualá's bank acquisition is credit positive and reflects Mexico's accelerating digital transformation
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23 Sep 2021
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Sector Comment
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Banks – Mexico: Nubank expands product offering in Mexico with Akala acquisition, a credit positive
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04 Aug 2021
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Sector In-Depth
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Banks – Brazil: Fintechs flourish as open banking begins and incumbents ponder ideas outside the box
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02 Aug 2021
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Sector In-Depth
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Technology & Innovation – China: Semiconductor self-reliance will support tech growth but pose overcapacity risk
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21 Jul 2021
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Sector Comment
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Banks – Europe: Despite financial inclusion benefits, digital euro poses disintermediation risks to banks, a credit negative
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14 Jul 2021
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Sector In-Depth
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Banks – the Philippines: Fintech companies can overtake incumbent banks in retail services
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24 Jun 2021
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Sector In-Depth
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Telecommunications – Asia Pacific: Business case for 5G strengthens, but adoption will be uneven across Asia Pacific
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15 Jun 2021
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Issuer Comment
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Municipality of Zapopan (Mexico): Digital payments growth supports own-source revenue amid pandemic lock downs, a credit positive
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Zapopan, Municipality of
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19 May 2021
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Issuer In-Depth
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Sberbank: A digital transformation like no other. Russia's biggest bank embarks on a full pivot to digital
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Sberbank of Russia
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31 Mar 2021
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Sector Comment
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Banking – Asia: Launch of interoperable QR payment link between Vietnam and Thailand is credit positive
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31 Mar 2021
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Issuer In-Depth
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Tencent Music Entertainment Group: Rising number of consumers paying for digital music supports credit quality
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Tencent Music Entertainment Group
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01 Mar 2021
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Sector In-Depth
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Cross Sector – China: Fintech regulations will have mixed credit impact for financial and nonfinancial sectors
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30 Nov 2020
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Issuer In-Depth
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LG Chem, Ltd.: Scenario analysis - Earnings from core petrochemical and battery businesses drive credit quality; earnings are volatile
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LG Chem, Ltd.
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09 Nov 2020
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Sector In-Depth
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Banks – APAC: Rapid digital growth driven by coronavirus disruption further entrenches large banks
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25 Sep 2020
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Issuer Comment
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Tinkoff Bank: Tinkoff Bank's profitability and franchise would benefit from acquisition by Yandex
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Tinkoff Bank
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13 Dec 2019
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Issuer Comment
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XP Gestão de Recursos Ltda & Itau Unibanco S.A.: Brazilian fintech XP’s IPO will help accelerate growth and build a new digital banking platform, a credit positive
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Itau Unibanco S.A.
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09 Dec 2019
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Issuer Comment
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Banco Santander (Brasil) S.A.: Brazilian payment platform Getnet and Banco Pine's partnership is credit positive for both
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Banco Santander (Brasil) S.A.
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02 Dec 2019
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Sector In-Depth
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Corporates – Brazil: The five key investment trends as digital transformation, technology risks increase
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21 Oct 2019
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Issuer Comment
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Bank VTB, PJSC: VTB and Rostelecom's plan to build a big data platform is credit positive for VTB
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Bank VTB, PJSC
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17 Oct 2019
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Issuer In-Depth
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Ping An Life Insurance Company of China, Ltd., Ping An P&C Insurance : Ping An Group's technology business drives franchise growth and benefits to insurance operations
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Ping An Life In...
Ping An P&C Ins...
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07 Oct 2019
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Sector In-Depth
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Fintech – Brazilian Payments Processing: Bank of the Future : Competition slashes acquiring fees, with integrated incumbents better positioned
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01 Oct 2019
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Issuer Comment
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Liberty Bank JSC: Liberty Bank's infrastructure upgrade will reduce its high cost base, a credit positive
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Liberty Bank JSC
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