Dah Sing Financial: Banks Behaving Badly
In the ongoing saga which is Dah Sing Financial Holdings (440 HK), most of the transaction-relevant information is out there. The vote is next...
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Dah Sing Financial: Circular Released
As discussed in Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent just two trading days ago, the Circular concerning the Disposal of...
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Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent
One month ago I wrote Dah Sing Financial - Cheap As It Has Been for 2yrs (And We Have Catalyst) as the latest in a series of pieces on the Dah Sing...
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Before BEA China Releases Interim Results, We Remind of Its Well-Entrenched Financial Deterioration
For a long time, we have looked to Hong Kong banks’ asset quality as a more real, trustworthy view of the problems in China. While BEA China (and...
219 Views
Hong Kong's Growth Suggests More Weakness in China
Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators. For a long time, there have been questions...
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