China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
469 Views
HK Connect Ideas: Strongest Weekly Inflows, CCB, Tencent, Meituan (2019-08-23)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
412 Views
HK Short Interest - Numb3rs, Ch@rts and Financial Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 16 August.Total short notional...
391 Views
HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
433 Views
China Banks – Base Effect of Low NPL Ratios
Of China’s listed banks there are only just five that have an NPL ratio at less than 1% as at YE18. For three of these banks, our vendor does not...
492 Views