Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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BOCHK – A Very Managed, Yet Poor Set of Numbers
* Despite Managed Set of Results, Still A Miss: BOC Hong Kong Holdings (2388.HK) [BOCHK] reported 2H19 earnings results of HKD 15.6 bn...
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Asian Bank HY Credit Weekly: Crisis of Confidence
A crisis of confidence in leadership led $US liquidity to collapse during the week, resulting in the largest drop in US stock markets since the...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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America Shakes, Global Banks Quake
No Confidence In American Leadership: The Trump administration's steroid-infused equity market left little room for slowdown and mistakes. There...
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