Banks Look Under-Reserved for Energy Losses
We've taken a close look at banks' energy exposures and potential losses, and see both good news and bad news for investors.First, the good...
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It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
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Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
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Taiwan's Banks Have Zero NPLs; For Now
Across nearly 300 banks in Asia-Pacific the average NPL ratio is 2.47%. In Taiwan banks have essentially no NPLs at just 0.27% of loans.We find it...
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Dah Sing Ka Ching?
Maybe. It's worth a look. Really.Relative value traders have long looked at Dah Sing Financial Holdings (440 HK, DSFH) which owns 74.59% of Dah...
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