The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
254 Views
Not Just China Bad Loans Hurting BEA
Bank of East Asia is being hurt not only from worsening impairment costs and worsening revenue in China, but also far higher NPLs in Hong Kong. It...
229 Views
Dah Sing Financial: Banks Behaving Badly
In the ongoing saga which is Dah Sing Financial Holdings (440 HK), most of the transaction-relevant information is out there. The vote is next...
407 Views
Dah Sing Financial: Circular Released
As discussed in Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent just two trading days ago, the Circular concerning the Disposal of...
380 Views
Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent
One month ago I wrote Dah Sing Financial - Cheap As It Has Been for 2yrs (And We Have Catalyst) as the latest in a series of pieces on the Dah Sing...
779 Views