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...
292 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...
326 Views
Postal Savings Bank – D-SIB Spurs Placement
POSTAL SAVINGS BANK OF CHINA: D-SIB Status Spurs Private Placement And Likely A Lower ROE Both From Dilution And Challenged Fundamentals In 2021.
161 Views
China Banks – About Time
CHINA BANKS: PBOC and CBIRC Released Finalized D-SIB Standards and Indicated Tighter Regulations. Aggressive Capital Raises Are Expected.
194 Views
Bank of Communications: Recent AT1 Is Fully Priced; Look Elsewhere for Value
Bank of Communications' recently issued Additional Tier 1 bond appears fully priced. We see little upside despite moderate exposure to typically...
189 Views