StubWorld - Set-Up & Unwind Extremes: Guoco
This week I briefly look at the recent bifurcation in Guoco Group Ltd (53 HK).Relationships flagged in this note trade with a minimum liquidity...
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HK Banks - Domestic Decay, And China Too
Hong Kong’s banks have exposure to China. Some more than others. There are signs of worsening credit conditions in China from some of Hong Kong...
132 Views
With SAN Purchase of POP, We Look at Impaired Loans and Deposit Contraction Globally
It is not clear to us how a EUR7 billion capital raising will allow Banco Santander (SAN) to clean up Banco Popular (POP), which it has just...
253 Views
Higher Provisioning for Impaired Loans Dents Bank of East Asia's Second-Half Result
Bank of East Asia kicked off the earnings season for Hong Kong banks by reporting a soft second-half result as it took a hit to profit by taking a...
197 Views
Guoco - All in the Family
Relatively speaking, Guoco Group Ltd (53 HK)'s shares displayed signs of life in the past week, posting a 3% gain mid-week, before handing back...
375 Views