Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
609 Views
China Banks ā Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing Chinaās financial sector and specifically how the China...
552 Views
HSBC ā $7 Billion Valuation Hole on BoCom and Other Sundry 1H18 Data
āAs at 30 June 2018, the fair value of HSBCās investment in Bank of Communications Co., Limited (āBoComā) had been below the carrying amount for...
509 Views
China Banks ā After IPO, It Takes 2-3 Years for Impairments to Surpass Funds Raised
We know that banks often raise capital to boost capital adequacy. That is normal. But we also know that banks often use this as the premise, but...
584 Views
China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; andĀ * Lowered Reserve Coverage Each Invoke Capital Forebearance.Ā Investment SummarySeemingly,...
178 Views