China Banks; Challenged on Credit Quality Trends, with Selective Opportunities to Be Found
Chinese banks' credit quality hurdles create opportunities; CCB is a core bank buy for its discounted valuations and strong balance sheet; Ping An...
775 Views
HK Connect SOUTHBOUND Flows (To 12 Jul 2024); Slower Flows Gross and Net (Buy), Still SOEs
SOUTHBOUND net flows this past week were lower than has been the case in past weeks, but were positive every day, and have been positive 23 weeks...
337 Views
China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
167 Views
CCB- Housing Rental Subsidiary Listing May Be Overshadowed By Weak Credit Metrics
CCB will list its subsidiary China Housing Rental although this may be small relative to the bank's total loans, and any benefits can be...
441 Views
EQD | Asia November Vol Roadmap - The Waiting Game
Major markets are not monetizing, with US FOMC and election impacting implied vols. Hang Seng, Shanghai Shenzhen, and Nikkei 225 have elevated...
178 Views