China Banks – Subtle Risk Deterioration
There is a major difference in risk profile of China and US banks. Here we are specifically referring to the degree of accumulated loan loss...
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Bank of East Asia: Buy the Inefficient Capital Securities
We recommend Buying Bank of East Asia's (BNKEA) inefficient Additional Tier 1 (AT1) capital securities. The minimum trading size increment of a...
267 Views
China AH Premium: Trade Ideas As We Near Previous Highs
The Hang Seng Stock Connect China AH Premium Index (HSAHP) measures the absolute price premium or discount of A-shares over H-shares for the...
664 Views
Ping An Bank – Not Exactly Heroic
Earnings Supported By Massive Cut In Provision: Ping An Bank (00001.CH) [PAB] reported 1Q20 bottom-line results of CNY 8.5 bn, a CNY 4.0 bn...
355 Views
China Cinda Asset – Negativity Priced In
*Weak 2H19 Result: China Cinda Asset Management (1359.HK) [CINDA] reported 2H19 profit of CNY 4.0 bn – declining CNY 5.0 bn or 55.6% linked period....
260 Views