New China Life – VONB Is a True Challenge
VONB Weakness Suggest Long-term Vulnerability: New China Life (1336.HK) [NCL] posted net profit of CNY 14.6 bn - increasing 84% YOY and in line...
332 Views
China Life – Expect Pain In 2020
A Mark-to-Market Result: China Life Insurance (2628.HK) [China Life] reported 2019 bottom-line of CNY 58.3 bn - increasing 412% YOY and well...
333 Views
QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
351 Views
China Pacific Insurance - No Light at the End of the Tunnel
2019 Results Were Adequate: China Pacific Insurance Corp. (2601.HK) [CPIC] 2019 core operating results excluding several one offs increased 13%...
252 Views
Deja Wu – Corona Virus Now Infects Global Financials
Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
365 Views