Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

<ul>
<li>Evergrande Is Breaking Down More Rapidly Than Banks Have Kept Up; </li>
<li>Minsheng Has Significant Exposure to Evergrande and Other Problem Developers; and </li>
<li>Minsheng Is Not Insolvent, But It Is Getting There Very Quickly. </li>
</ul>


Evergrande Is Breaking Down More Rapidly Than Banks Have Kept Up; 
Minsheng Has Significant Exposure to Evergrande and Other Problem Developers; and 
Minsheng Is Not Insolvent, But It Is Getting There Very Quickly. 


China Evergrande Group – More Casualties

China

Sichuan Lutianhua Co., Ltd. manufactures and markets a variety of fertilizers and industrial chemical products.  The Company's products include urea, liquified ammonium, and methyl alcohol.

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Sichuan Lutianhua Co Ltd A (000912 CH)

China Evergrande Group – More Casualties

EVERGRANDE: Evergrande Is breaking down more rapidly. Minsheng has significant exposure to Evergrande and other problem developers. While Minsheng...

Thomas J. Monaco

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