HSBC – $7 Billion Valuation Hole on BoCom and Other Sundry 1H18 Data
“As at 30 June 2018, the fair value of HSBC’s investment in Bank of Communications Co., Limited (‘BoCom’) had been below the carrying amount for...
381 Views
SMBC Merging Indo Unit with BTPN, Results in Cash Put for Shareholders
Bank Tabungan Pensiunan Nasional (BTPN IJ) ("BTPN") is a mid-sized Indonesian bank that concentrates serving on small businesses and individuals....
524 Views
CCB Breakout Higher
We are working into long exposure into July weakness with a capitulation low due in late July in HK/H shares after kissing our primary 10,400 turn...
305 Views
China Banks – After IPO, It Takes 2-3 Years for Impairments to Surpass Funds Raised
We know that banks often raise capital to boost capital adequacy. That is normal. But we also know that banks often use this as the premise, but...
487 Views
Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
247 Views