PICC P&C – Still Too Much Credit
*Weak 1H20 Results: PICC P&C (2328.HK) [PICC P&C] reported 1H20 earnings of CNY 13.2 bn, which was 6% below consensus and down 22% YOY....
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China Bohai Bank IPO: Trading Debut
China Bohai Bank (9668 HK) is the youngest nationwide joint-stock commercial bank in China. In 2005, Bohai was established and became the only...
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CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
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China Bohai Bank IPO: Valuation Insights
China Bohai Bank (9668 HK) is the youngest nationwide joint-stock commercial bank in China. In 2005, Bohai was established and became the only...
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AIA – Making The Connection
*Wealth Management Connect Pilot Approved: The People’s Bank of China (PBOC), Hong Kong Monetary Authority (HKMA), and the Monetary Authority of...
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