Taiwan - Fastest Growers at 46%
The fastest growing banks in Taiwan, have seen loans up 30-46% over the past 3 years. There is huge seasoning risk with rising rates and high...
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2838: PH Score™ Signals Outperformance
Taiwan is under pressure with C-19 and increased political noise. We see past the clouds at an undervalued franchise with strong value-quality trends.
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Yuanta Financial Holding – Firing On All Cylinders
YUANTA FINANCIAL: Yuanta reported a QOQ 1Q21 results increase of 107.5%, attributed to strong net interest income growth and a provision reduction....
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Taiwan Business: A Quarter of Underperformance Looks Overdone
We have been positive about Taiwanese banks for some time. And while we would not be surprised if investors have reduced their holdings, we see an...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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