China Banks – Severe Yield Pressure at Shengjing Bank
Small regional bank Shengjing Bank Co Ltd H (2066 HK), primarily operating in the north and north east of China, shows the severity of funding...
162 Views
China Banks – Ping An Bank Not Likely to Be Alone in Surging Funding, Operating Costs
Ping An Bank Co Ltd A (000001 CH) has announced summary 4Q17 results. What is remarkable is the bank’s surge in funding costs which are up 51% YoY...
147 Views
Agricultural Bank of China - Capital Overhang Persists
* Well-Orchestrated Capital Raise Coupled With More Regulatory Forbearance: Agricultural Bank of China (1288.HK) [ABC] announced plans on raising...
156 Views
Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
111 Views
China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
121 Views