HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
588 Views
China Banks – Base Effect of Low NPL Ratios
Of China’s listed banks there are only just five that have an NPL ratio at less than 1% as at YE18. For three of these banks, our vendor does not...
600 Views
China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
901 Views
"Deep Doubts, Deep Wisdom; Small Doubts, Little Wisdom"
Postal Savings Bank Of China (1658 HK) is outgrowing its peers on the top-line given exuberant pace of credit growth (especially in consumer...
724 Views
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...
519 Views