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,...
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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...
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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...
332 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.
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China Banks – About Time
CHINA BANKS: PBOC and CBIRC Released Finalized D-SIB Standards and Indicated Tighter Regulations. Aggressive Capital Raises Are Expected.
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