China Onshore Credit: Bravo! 2Q20 Default Figure Better than Expected
The 2Q20 default figure of the onshore bond market is better than our expectation, pointing to a sustained resilience of credit quality that has...
360 Views
Genworth Financial - Plan B
*Un-investable: This is a binary investment. Either you believe that China Oceanwide (715.HK) can come up with the funds for this deal or you...
259 Views
China Onshore Credit: How Has Foreign Investors' Position Changed and What Is the Outlook?
The issuance of onshore bond in China has actually accelerated YTD despite the COVID-19 outbreak, with total issuance increased 25% YoY. In...
138 Views
Chailease Holding – Delayed Reaction By ASEAN Should Weigh Heavily On Results Too
* Earnings Under Pressure: Chailease Holding (5871.TT) [Chailease] reported 1Q20 bottom-line profit of TWD 3.9n – declining TWD 63.5 mn (1.6%)...
134 Views
China Onshore Credit: 1Q20 Default Aren't that Bad-Looking, But......
As suggested by the default figure in 1Q20, the credit quality of the onshore bond market seems to be holding up despite a slowdown in economy. The...
355 Views