China Banks – About Time
CHINA BANKS: PBOC and CBIRC Released Finalized D-SIB Standards and Indicated Tighter Regulations. Aggressive Capital Raises Are Expected.
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Bank of East Asia: Move to Overweight the Capital Inefficient Securities from Buy
We move to Overweight Bank of East Asia’s capital inefficient securities as these securities have outperformed their peers since our Buy...
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ICBC – Be Very Wary Of Worsening Credit
INDUSTRIAL AND COMMERCIAL BANK OF CHINA: Don't Believe The Hype. Numbers Manufactured, and Credit Risk Suggests Long Winter For ICBC and Mainland...
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Bank of East Asia: Buy the Inefficient Capital Securities
We recommend Buying Bank of East Asia's (BNKEA) inefficient Additional Tier 1 (AT1) capital securities. The minimum trading size increment of a...
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China AH Premium: Trade Ideas As We Near Previous Highs
The Hang Seng Stock Connect China AH Premium Index (HSAHP) measures the absolute price premium or discount of A-shares over H-shares for the...
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