China Non-Bank Finance Companies (NBFCs); Ant’s Loss, Their Gain
Chinese NBFCs' share prices have rallied as Ant's regulatory hurdles mounted; yet we see more scope for re-rating in the case of LexinFintech on...
420 Views
Asia Short Interest: WuXi Bio, PSBC, Jinxin Fertility, BYD, Ryohin, Freee, Itochu, Pearl Abyss
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
228 Views
Asia Short Interest: Cathay, PSBC, BYD, CNOOC, Bandai Namco, Anritsu, Celltrion, HLB, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
324 Views
Bank Credit Compass: Credit Tourist May Vacate if Real Fundamentals Do Not Catch-Up
Credit tourists may vacate if economic growth and real credit fundaments are not delivered. The gap between credit spreads and fundamentals is...
225 Views
China Banks: Moving On Up
The recovery in the Chinese economy, the changes to fintech rules, the better than expected results, the low valuations and the extreme positioning...
425 Views