Ping An Insurance – Looking Beyond The Investment Book
PING AN INSURANCE: Weak results mask PAI's improving overall fundamentals, as 1H21 HOH declined 22.0% mainly due to investment risk. Excluding the...
211 Views
AIA Group – Its Own Worst Enemy
AIA GROUP: AIA's 1H21 operating profit improved 5% YOY off of a low base, while VONB improved 22%. With all of its aggressive moves in mainland...
212 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
280 Views
Smartkarma Webinar | China Banks: Silver Linings Playbook
Join us on 18 August, 5pm SGT, as we welcome Stanley Tsai, CFA, who will present his views on positioning in China financials in the face of a...
597 Views
Hang Seng Bank – Wuihfung Remains In Full Control
HANG SENG BANK: Hang Seng reported a poor 1H21 HOH operating result. If provisions didn't decline 65%, results would have been worse. It under...
200 Views