HSBC Holdings Plc – Cut and Run
HSBC HOLDINGS: HSBCNA fundamentals continue to worsen – although management seems to hope that no one will notice the poor quality and how managed...
304 Views
Japanese Banks: Remember, Remember, the Thrift of November
Japanese people are renowned for their thrift. Even when deposit interest rates are zero they continue to save. But there is little the banks can...
381 Views
Japanese Bank Lending: Losing Momentum
Loan balances have eased back to May levels, with much of the increase in lending by the major banks in March-June reversing between July and...
380 Views
Asia Short Interest: BIG Covering in HK & Korea
There was a big drop in short interest in Hong Kong and Korea while shorts rose in Japan mainly led by ANA on the back of the offering. Shorts in...
353 Views
Japan – Economic Strength, Bank Relief
The latest quarter GDP was revised upward slightly. Banks with the highest credit costs or delta in credit costs during the current year, may have...
239 Views