China Banks – Profit Growth Is Only From Securities Gains
For the most part, China bank’s 1H18 profit growth YoY (and 2Q18 YoY) is from realized and unrealized trading gains, investment gains and fair...
268 Views
China Banks – Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing China’s financial sector and specifically how the China...
436 Views
HSBC – $7 Billion Valuation Hole on BoCom and Other Sundry 1H18 Data
“As at 30 June 2018, the fair value of HSBC’s investment in Bank of Communications Co., Limited (‘BoCom’) had been below the carrying amount for...
377 Views
China Banks – After IPO, It Takes 2-3 Years for Impairments to Surpass Funds Raised
We know that banks often raise capital to boost capital adequacy. That is normal. But we also know that banks often use this as the premise, but...
479 Views
Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
243 Views