Bank of East Asia:Â A Diamond with a Flaw Is Worth More than a Pebble Without Imperfections.
Bank Of East Asia (23 HK)Few in the market would have predicted that Bank of East Asia would have delivered such a shift in fundamental progression...
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StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
560 Views
Standard Chartered (Hong Kong) – A Messy Flagship
*Â Fundamentals at Standard Chartered Bank (Hong Kong) [SCBHK] have improved over the past several years. However, SCBHK has aggressively pulled on...
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StubWorld - Set-Up & Unwind Extremes:Â Guoco
This week I briefly look at the recent bifurcation in Guoco Group Ltd (53 HK).Relationships flagged in this note trade with a minimum liquidity...
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HK Banks - Domestic Decay, And China Too
Hong Kong’s banks have exposure to China. Some more than others. There are signs of worsening credit conditions in China from some of Hong Kong...
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