BOC (Hong Kong) Holdings – Negative Operating Jaws
* Weak Quarter: BOC (Hong Kong) Holdings (2388.HK) [BOCHK] reported 2Q20 profit before taxes (PBT) of HKD 9.2 bn, decreasing HKD 1.5 bn (13.9%) on...
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Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
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China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
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HSCEI Dividends: Multiple Catalysts to Drive Fair Value Changes
With multiple catalysts driving fair value estimates, there will be significant trading opportunities in the HSCEI 2021 dividend futures.
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Bank Credit Compass: September Expectations and August Performance in Asia
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
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