PSBC (1658 HK) - A-Shares IPO & Implication for H-Shares Inclusion in the HSI
The A-shares of PSBC, Postal Savings Bank Of Chi-A (601658 CH), the largest mainland Chinese bank by number of branches, listed in Shanghai...
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HSI - Potential Impact of WVR Share Inclusion & Finance Sector Capping
On 8 November, Hang Seng Indexes announced the results of the quarterly index review of the HSI and HSCEI. While making no changes to the HSI, Hang...
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China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
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HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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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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