Banks – Trade Loans At DBS Are Sizeable, But Risks Also For HK Banks
We all know there will be less trade related lending in the current year. DBS Group Holdings (DBS SP) reported negative growth during 2018. What...
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HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
567 Views
U.S. Fed More Dovish on Future Rate Hike; Prefer HSBC, OCBC, and BOCHK in Our Asia Bank Coverage
With the U.S. Federal Open Market Committee unanimously voting to maintain its target rate range at 2.25%-2.5% in its first official meeting of...
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Standard Chartered (Hong Kong) – A Messy Flagship
* Fundamentals at Standard Chartered Bank (Hong Kong) [SCBHK] have improved over the past several years. However, SCBHK has aggressively pulled on...
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BOC (HK) - IFRS 9, Card Charge Offs, Macro Suggest Sharply Higher Provisions
We are not convinced that some of the spectacularly low non-performing loan (NPL) and credit cost figures for Hong Kong’s banks can remain. It is...
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