Bank of China - Second Derivative Impact Will Be Huge
Weak 4Q19 Result: Bank of China (3988.HK) [BOC] reported 4Q19 results of CNY 27.8 bn, decreasing precipitously by CNY 17.7 bn or 38.9% linked...
260 Views
Shorts Higher on Consumer Discretionary Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 March 2020.Total short...
335 Views
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,...
371 Views
Another American Mortgage Tsunami Coming
* Mortgage Servicers:The mortgage servicer of a scheduled remittance must remit funds to the Government Sponsored Entity (GSE) when they are...
368 Views
Genworth Financial – MAC Clause Could Be Invoked
Deal Update: Genworth Financial (GNW.US) [Genworth] announced that it and merger partner, China Oceanwide (715.HK), have entered into an...
386 Views