HK - Shorts Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
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Asian Bank HY Credit Weekly: What Looks Mispriced Entering 2020
Risk-on market sentiment pushed Asian bank High Yield and X-over Subordinated debt, as well as X-over Senior Unsecured US$-bond spreads tighter in...
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China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
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China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
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HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
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