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China Construction Bank (601939 CH)
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145
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China
China Construction Bank Corporation provides banking services. The Company offers deposits, loans, fund management, foreign exchange, and other services. China Construction Bank provides its services to individuals, enterprises, and other clients.
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bearish
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Thematic (Sector/Industry)
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25 Jun 2018 07:46
China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
Thomas J. Monaco
93 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2018 09:42
China Banks – Worsening Macro Will See Higher Bad Loans
It is hard to envisage a positive reading of the abysmal 6.1% YoY fixed asset investment growth in China for May 2018 year-to-date. Headlines and...
Daniel Tabbush
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95 Views
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bullish
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Ana Holdings
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13 Jun 2018 13:51
BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
BBSP Asia
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98 Views
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bullish
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TDK Corp
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23 May 2018 14:22
BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
BBSP Asia
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126 Views
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bullish
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Tencent
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09 May 2018 13:01
Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
Thomas Schroeder
131 Views
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