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Bank of East Asia (23 HK)
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284
Analysis
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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02 Apr 2020 09:58
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,...
Daniel Tabbush
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363 Views
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bearish
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BOC Hong Kong (BOC HK)
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28 Mar 2020 22:11
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...
Thomas J. Monaco
287 Views
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bullish
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Asia High Yield Bond Index
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15 Mar 2020 04:44
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...
Hank Calenti, CFA
306 Views
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bearish
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Trip.com
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10 Mar 2020 23:37
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...
Thomas J. Monaco
362 Views
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bearish
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Thematic (Sector/Industry)
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09 Mar 2020 09:16
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...
Thomas J. Monaco
238 Views
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