Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
521 Views
HSBC Holdings Plc– New Strategic Plan Is Complete Nonsense
* Well Written Plan, Does Not Suggest Its Viable: Strategic priorities are similar to those of the previous 3 year Strategic Plan: a) continue the...
182 Views
HSBC Holdings Plc – Swing & A Miss
* Weak 4Q17 Results Guidance: 4Q17 pre-tax results missed Street forecasts by 8%. Revenues were 1% light of consensus while costs were 3% higher....
294 Views
BoE: FPC Hikes to Normal Well Ahead of MPC
All banks passed the BoE’s annual stress tests for the first time. No new capital is required, but some capital will become incorporated into...
175 Views
BoE: Transmitting Periodic Hawkish Surprises
The BoE has delivered its first rate hike in a decade. Future moves will respond to its trade-off, with slack and inflation determining timing. I...
179 Views