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Citic Securities (H) (6030 HK)
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China
CITIC Securities Co., Ltd. provides securities brokerage, trading, underwriting, investment banking, asset management, and investment consulting services.
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bullish
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Thematic (Sector/Industry)
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16 Nov 2015 13:05
45 Banks in SE Asia Can Grow for 10 Years Without Need for Capital
We have written previously on why The World of Banking is Becoming Ever More Polarized, In our next report, TLAC Regulations Will Destroy Banks as...
Daniel Tabbush
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254 Views
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bearish
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Thematic (Sector/Industry)
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10 Nov 2015 15:23
TLAC Regulations Will Destroy Banks as Much as it Saves Them
The capital requirements for banks will be suicide to returns. The Financial Stability Board (FSB) will destroy banks with their regulations, in...
Daniel Tabbush
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400 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2015 16:09
The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
Daniel Tabbush
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303 Views
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bearish
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Thematic (Sector/Industry)
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08 Oct 2015 10:11
Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
Daniel Tabbush
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269 Views
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bearish
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Thematic (Sector/Industry)
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05 Oct 2015 12:42
China's NPL Growth will be Radical
It is rare for bad loans to rise gradually as they peak. In most all cases the rise of NPLs and corresponding credit costs is radical. It is not...
Daniel Tabbush
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291 Views
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