CDB Leasing - Aircraft Leasing the Only Source of Growth but Doesn't Warrant a Premium
China Development Bank Financial Leasing (CDBFL) plans to raise up to US$1.1bn in its IPO. Similar to other SOE listings, around 79% of the deal...
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A Look at Credit Risk Assets Can Be Revealing
While we tend to focus on impaired loans, a look at credit-risk assets can be revealing.This is especially the case with respect to the rate of...
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A China Cooperative Bank with near 40% Profit Contraction Is Illustrative
Fringe financial companies often reveal underlying credit metrics before mainstream banks.This is the case across Asia in several cycles, as well...
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Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
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Moody's Vs SFC - A Dark Day for Hong Kong?
I have had the highest respect of SFC but it may be a dark day for those who engage in the practice of financial research and due diligence with...
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