Ping An Insurance – Credit Mixed, But Still Worrisome
PING AN INSURANCE: Ping An Bank reported a 26.4% QOQ results decline for 2Q21 reflecting higher provisions. Credit is challenged as net new NPLs...
117 Views
HSCEI Index Rebalance: Li Ning's Double Inclusion; Alibaba Capping Leads to High Turnover
Li Ning and JD Logistics have been added to the HSCEI while Anhui Conch and Shimao Prop have been deleted. Alibaba's weight in the index will be...
451 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
269 Views
China Merchants Bank – Now Negative Operating Jaws
CHINA MERCHANTS BANK: CMB reported QOQ 2Q21 results decline of 9.0% driven by negative operating jaws, a decline net fees and commissions, and...
149 Views
China Banks – Some Clarity On LGFV Financing
CHINA BANKS: Recently the CBIRC issued guidance to both banks and insurers on implicit debt of LGFV via Document 15. Clarification was needed given...
148 Views