Global Banks: Where Is the Opportunity?
We analyse >500 global banks and screen them for valuation, fundamental progression, and negative technical momentum. VFM. For valuation, we use...
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China’s Postal Savings Bank: The Disappointment
It was always a stretch to presume Postal Savings Bank of China (1658 HK) could manage to keep loan loss provision (LLP) costs low, after its...
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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...
108 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...
114 Views
PSB's 3Q Results Confirmed Our Favorable View for the Bank
Postal Savings Bank of China’s third-quarter results confirm our belief that the bank’s near-term performance will continue to stand out, thanks to...
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