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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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
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