Last Week in Event SPACE: Spring REIT, Alps/Alpine, NTT, JCNC, Restaurant Brands, A/H
Last Week in Event SPACE ... A previously non-disclosed connected party tarnishes a property acquisition and bolsters PAG's Offer for Spring Real...
683 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...
523 Views
China Banks – Profit Growth Is Only From Securities Gains
For the most part, China bank’s 1H18 profit growth YoY (and 2Q18 YoY) is from realized and unrealized trading gains, investment gains and fair...
350 Views
China Banks – Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing China’s financial sector and specifically how the China...
556 Views
HSBC – $7 Billion Valuation Hole on BoCom and Other Sundry 1H18 Data
“As at 30 June 2018, the fair value of HSBC’s investment in Bank of Communications Co., Limited (‘BoCom’) had been below the carrying amount for...
513 Views