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...
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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...
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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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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...
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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...
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