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...
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HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
549 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 - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
775 Views
Agricultural Bank of China: It Takes More than One Cold Day for a River to Freeze a Meter Deep.
Agricultural Bank Of China (1288 HK) reported stolid numbers for 2018. A PH Score of 7.6 encapsulates positive change in variables such as...
560 Views