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Banks

Date

Title

Subtitle

Rec

Analyst

Ticker

12 July 2010

DNB NOR

Good Q2 2010 Earnings

Buy

Andrew Lim

DNBNOR

02 June 2010

Pan-European Banks

A Positive Resolution To The Sovereign Debt Crisis?

 

Andrew Lim

 

19 May 2010

Intesa Sanpaolo

Q1 2010 Ahead on Lower LLC. Be Wary Of Sovereign Concerns

Hold

Andrew Lim

ISP

13 May 2010

Unicredit

Q1 2010 Earnings Better On Lower LLC and Strong Trading Profits

Sell

Andrew Lim

UCG

12 May 2010

Lloyds Banking Group

Upgrade to Buy; Sovereign Concerns Unwarranted

Buy

Andrew Lim

LLOY

7 May 2010

HSBC Holdings

Q1 2010 IMS Looks Good On Credit Quality

Sell

Andrew Lim

HSBA

23 April 2010

BBVA

Q1 2010 Preview: Trends Expected To Weaken Further

Sell

Andrew Lim

BBVA

15 April 2010

Pan-European Banks

Stock Positioning in Large Cap Pan-European Lending Banks

 

Andrew Lim

 

26 March 2010

Pan-European Banks

Intesa (Hold) and Unicredit (Sell): Failing to Shine

 

Andrew Lim

 

18 March 2010

Lloyds Banking Group

Hold That Horse!!! For Now?

Hold

Andrew Lim

LLOY

4 March 2010

Standard Chartered

2009 Results Highlight Superiority Over HSBC

Buy

Andrew Lim

STAN

2 March 2010

HSBC Holdings

Concerns on NIM, Capital and Dividend

Hold

Andrew Lim

HSBA

22 February 2010

Lloyds Banking Group

Trading Buy into 2009 Results on 25 February

Hold

Andrew Lim

LLOY

19 February 2010

Svenska Han-A

Great Asset Quality, Substantial Excess Capital

Buy

Andrew Lim

SHBA

17 February 2010

Pan-European Banks

Changes to Price Targets and Ratings

 

Andrew Lim

NDA

12 February 2010

DNB NOR

Results Reinforce Our Strong Bullishness

Buy

Andrew Lim

DNBNOR

11 February 2010

Nordea Bank

Slight Weakness in NIM and Costs, But Still a Very Defensive Stock

Buy

Andrew Lim

 

8 February 2010

Pan-European Banks

Funding Costs For Banks and the Impact of Sovereign Debt

 

Andrew Lim

 

5 February 2010

Banco Santander

Good Results, But a Few Credit Concerns to Look Out For

HOLD

Andrew Lim

SAN

1 February 2010

BBVA

Worries On Credit Quality and Basel III Capital Adequacy

HOLD

Andrew Lim

BBVA

19 January 2010

Pan-European Banks

The Basel III Game Changer

 

Andrew Lim