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Bank of China (601988 CH)
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145
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Financials
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China
Bank of China Limited provides banking services. The Company offers deposits, loans, foreign currency transaction, fund settlement, and other services. Bank of China provides its services to individuals, enterprises, and other clients.
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bullish
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Cross Asset Strategy
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24 Jul 2017 17:37
EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
Steven Holden
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150 Views
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bullish
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Thematic (Sector/Industry)
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23 Jul 2017 20:40
The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
Angus Mackintosh
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140 Views
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bullish
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Thematic (Sector/Industry)
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16 Jul 2017 22:34
The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
Angus Mackintosh
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179 Views
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bullish
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Smartkarma
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10 Jul 2017 08:20
StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
David Blennerhassett
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315 Views
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bearish
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Thematic (Sector/Industry)
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15 Jun 2017 12:32
WMP Exposure in Smaller Banks in China & Who Are The Banks' Shareholders
Everyone has been talking about the onset of the WMPs failure that could unleash the grand scale sub-prime crisis like and about how a 2%...
Henry Soediarko
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282 Views
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