HSBC Holdings Plc – Not Buying It
Weak 1Q20 Result: HSBC Holdings plc (HSBA.LN/5.HK) [HSBC] reported 1Q20 earnings of USD 2.25bn – missing consensus forecasts by 13%. Linked...
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Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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BOCHK – A Very Managed, Yet Poor Set of Numbers
* Despite Managed Set of Results, Still A Miss: BOC Hong Kong Holdings (2388.HK) [BOCHK] reported 2H19 earnings results of HKD 15.6 bn...
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Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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