Details
Date: Wednesday 23rd October
Time: 5PM HKT
Speaker
Smartkarma Insight Provider;
Asia Bank Research & Consultancy,
Tabbush Report
Does what’s happening in HK justify ‘a significant increase in credit risk’ which is the key criteria for loans to move from stage 1 to stage 2?
Main Discussion Points
- BOC HK has stage 1 loans at 210x stage 2 loans, the most
- HSBC HK reports only $200m in stage 3 loans, can rise sharply
- Hang Seng Bank’s stage 2 loans are 23x stage 3, significant migration risk
- Credit costs, NPLs ultra-low in HK, slight migration, can impact profit meaningfully
Format
- Introduction (5 minutes)
- Short slide presentation (20 minutes)
- Q&A
Related Insights
Details
Date: Wednesday 23rd October
Time: 5PM HKT
Speaker
Smartkarma Insight Provider;
Asia Bank Research & Consultancy,
Tabbush Report
Does what’s happening in HK justify ‘a significant increase in credit risk’ which is the key criteria for loans to move from stage 1 to stage 2?
Main Discussion Points
- BOC HK has stage 1 loans at 210x stage 2 loans, the most
- HSBC HK reports only $200m in stage 3 loans, can rise sharply
- Hang Seng Bank’s stage 2 loans are 23x stage 3, significant migration risk
- Credit costs, NPLs ultra-low in HK, slight migration, can impact profit meaningfully
Format
- Introduction (5 minutes)
- Short slide presentation (20 minutes)
- Q&A