Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
338 Views
Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
331 Views
HKEx - Management's Art of Saying Nothing
Weak Quarter:Hong Kong Exchanges and Clearing (388.HK) [HKEx] reported EPS results of HKD 1.57 - down 11% linked quarter. The weak results are...
339 Views
Bank of East Asia - Trail of Tears For Chinese Developer Loans
Chinese Real Estate Risk:Mainland China’s debt-laden developers were already facing a cash-crunch, but the corona virus outbreak has exacerbated...
304 Views
State Bank of India: AT1 Too Tight to Mention, Sell on Valuation
State Bank Of India's (SBIIN) Additional Tier 1 (AT1) bond may be the tightest trading AT1 relative to its senior unsecured debt in the world. ...
317 Views