Quiddity Weekly H/A: Share Spreads & Southbound Flows [Week to 12 Oct 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
390 Views
China Banks – Profit Growth Is Only From Securities Gains
For the most part, China bank’s 1H18 profit growth YoY (and 2Q18 YoY) is from realized and unrealized trading gains, investment gains and fair...
267 Views
China Banks – Core Income Frailty, Dramatic Consumer Segment Weakness In 2Q18
Few of China’s banks have yet released full quarterly results, but two are Bank Of Communications Co H (3328 HK; BoCom) and Bank Of Zhengzhou (6196...
341 Views
Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
420 Views
China Banks – Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing China’s financial sector and specifically how the China...
435 Views