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...
178 Views
A-H Premium Weekly (Oct 18th):TSINGTAO, Goldwind, HAITONG, Guotai Junan Securities, Haohai, FMSH
We analyzed A-H premium changes in the past week and highlight A-H premium changes for TSINGTAO, Goldwind, HAITONG, Guotai Junan Securities,...
283 Views
A/H Premium Tracker (To 18 Oct 2024): AH Premia Drop Sharply; High Premia May Contract More
AH Pair Premia start to settle down as an average but there is a lot of dispersion still across names and sectors. It's a great time to have an...
446 Views
Hang Seng Bank - China Profit -70% YoY, Stage 3 Loans +84% YoY, HK CRE Impaired Loan +12.5x (Times)
Granular data for Hang Seng Bank provides a good window of underlying credit metrics in both Hong Kong and China, which may not be well visible in...
404 Views
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...
777 Views