Oversea Chinese Banking Corp. – Solid
OVERSEA CHINESE BANKING CORP.: Credit Showing Signs Of Recovery With Negative NPL Growth - Offsetting Weakness In NIMs and Insurance.
232 Views
Asia Short Interest Weekly: Rising Shorts in HK, Japan and Taiwan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest that could be...
324 Views
HSBC Holdings Plc – Chronic Underperformer
HSBC HOLDINGS PLC: Artificially Lower Provisions As Credit Spikes Is Not Conservative Banking. Challenges Remain on NIMs and Costs. Start Expecting...
224 Views
Bank of East Asia – Caixa Shake-Out Very Likely
BANK OF EAST ASIA: Pro Forma CaixaBank Is Under Severe Fundamental Pressure Prior To Its Bankia Merger And In Need of Capital. BEA's Stake Likely...
232 Views
ICBC – Be Very Wary Of Worsening Credit
INDUSTRIAL AND COMMERCIAL BANK OF CHINA: Don't Believe The Hype. Numbers Manufactured, and Credit Risk Suggests Long Winter For ICBC and Mainland...
220 Views