Bank Credit Weekly: Risk-On Reversal, NIM Compression Ends
The Fed Chairman’s upcoming congressional testimony may drive US dollar demand and weigh on Asia bank risk sentiment as this week begins. As such,...
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Realord (1196 HK): Let's Get Real
Realord Group Holdings (1196 HK), whose investments span commercial printing, hangtags, motor vehicle parts, financial services, trading,...
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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...
468 Views
Guangzhou Rural: All the Shakespearoes?
I am partial to a bit of Confucius. Or to such thinking. Now and again. The chairman of Guangzhou Rural Commercial Bank (1551 HK) has a Confucian...
544 Views
Bank of Gansu IPO Preview: Superior Profitability, Inferior Asset Quality
Bank of Gansu is listing in Hong Kong with trading expected to commence on 18 January. At the mid-point of the IPO price range, HK$2.61-2.77 per...
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