China Banks: Moving On Up
The recovery in the Chinese economy, the changes to fintech rules, the better than expected results, the low valuations and the extreme positioning...
425 Views
China Merchants Bank – Massive 4Q20 Charge-Offs
CHINA MERCHANTS BANK: CMB announced a poor set of preliminary 4Q20 results, as profit declined 22.7% QOQ. Credit risk has substantially increased...
208 Views
Ant Group: Regulatory Pressures Drive the State’s “big Data” Grab, and a Revised SOTP Valuation
Ant Group is under great state focus and under pressure to share its many terabytes of "big data" with PBoC, hurting its SOTP valuation; yet,...
331 Views
China – No Mass Hysteria, Banks To Benefit
The mass hysteria that has engulfed so many countries’ media appears well gone in China. This is perhaps the most important step to regain...
288 Views
Asia Short Interest: China Mobile, CNOOC, Xiaomi, JD, Change, KT, Samsung, TSMC, Largan
The weekly short interest report looks at large moves across HK, Japan, Korea and Taiwan stocks and helps in determining market interest that could...
315 Views