China Minsheng: Unless There Is Opposing Wind, a Kite Cannot Rise.
Profitability at China Minsheng Banking A (600016 CH) in 2018 slipped. Similar to other Chinese lenders, rising Loan Loss Provisions exerted a...
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Hopewell's Egregiously Bad Offer, But What Can You Do?
The Scheme Document for the privatisation of Hopewell Holdings (54 HK) has been dispatched. The court meeting will be held on the 21 March. The...
629 Views
China Banks – Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing China’s financial sector and specifically how the China...
447 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...
493 Views
China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
96 Views