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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China Banks - Jinzhou’s Loss Is Illustrative
Bank Of Jinzhou (416 HK) announced that it would post a loss for full year 2018 and also for 1H19. This is interesting for a few reasons. It is one...
486 Views
HSCEI Dividends - Back to the Futures?
Dividend futures give investors exposure to a specific cash flow stream of a company, unlike stocks where investors are exposed to a continuous...
654 Views
HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
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...
562 Views
Bank of China – An SOE Bank that Is Not Immune
Rural banks come to mind. Medium-sized banks as well. But it is not one of the large four SOE banks that we to feel will have some of the highest...
580 Views