HSBC – A Thin Veil
While operating costs may have seen a rare move in the right direction at Hsbc Holdings (5 HK) in the latest results, there is little to cheer....
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OCBC – Difficult to Square
The data and text from Oversea Chinese Banking Corp. (OCBC SP) is difficult to square. It talks about improved credit quality, but its NPLs are up...
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HSBC – Meteoric Rise in Credit Costs
The five-fold rise in HSBC Holdings (5 HK)’s latest quarterly credit costs compared with the first quarter of the year should not surprise our...
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U.S. Fed More Dovish on Future Rate Hike; Prefer HSBC, OCBC, and BOCHK in Our Asia Bank Coverage
With the U.S. Federal Open Market Committee unanimously voting to maintain its target rate range at 2.25%-2.5% in its first official meeting of...
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US Banks - Declining Profit
Nearly half of all reporting US banks and specialty lenders, reported a decline in profit from 3Q18 to 4Q18. Of the 68 companies with populated...
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