"Deep Doubts, Deep Wisdom; Small Doubts, Little Wisdom"
Postal Savings Bank Of China (1658 HK) is outgrowing its peers on the top-line given exuberant pace of credit growth (especially in consumer...
591 Views
Global Banks: Where Is the Opportunity?
We analyse >500 global banks and screen them for valuation, fundamental progression, and negative technical momentum. VFM. For valuation, we use...
418 Views
China’s Postal Savings Bank: The Disappointment
It was always a stretch to presume Postal Savings Bank of China (1658 HK) could manage to keep loan loss provision (LLP) costs low, after its...
155 Views
Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
111 Views
China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
121 Views