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Bank of East Asia (23 HK)
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283
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Financials
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Hong Kong
The Bank of East Asia, Limited and its subsidiaries provide general banking, related financial, business corporate, and investor services.
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bearish
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Thematic (Sector/Industry)
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01 Feb 2024 21:12
BOC HK - Credit Costs Have Flat Lined for Years, a Blow Out in 2H23 or 1H24 Can Be a Shock
BOC HK has seen credit costs flat line for some years, possibly making it appear as though this bank does not experience credit cycles. Long term...
Daniel Tabbush
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424 Views
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bullish
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Guoco Group Ltd
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30 Jan 2024 11:56
Guoco (53 HK): Fourth Time's A Charm?
I like Guoco Group (53 HK) here either as a potential privatisation play from the Quek family or simply as a deep value play.
David Blennerhassett
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446 Views
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bullish
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Shriram Finance
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07 Jan 2024 05:10
Index Rebalance & ETF Flow Recap: HSCEI, HSCI, KRX New Deal, NIFTY50, NEXT50, CNXBANK
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
Brian Freitas
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786 Views
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bullish
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WuXi XDC Cayman
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03 Jan 2024 05:00
HSCI Index Rebalance Preview and Stock Connect: Potential Changes in March
There could be nearly 58 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
Brian Freitas
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956 Views
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bearish
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Sumitomo Mitsui Financial Group
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13 Sep 2023 17:13
SMFG (8316) - 75% Less JGBs than MUFG | Affiliates Show Worsening Profit | Credit Costs ~2x Vs Past
SMFG appears less leveraged to BOJ policy changes than MUFG, especially with ~75% less JGBs. It appears a less interesting alpha story; profit...
Daniel Tabbush
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406 Views
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