Primer: Bank of Jiujiang (6190 HK) - Aug 2026
Deep Value Proposition with Significant Headwinds: Bank of Jiujiang trades at a significant discount to its book value, with a Price-to-Book...
94 Views
China Banks - Losses at Developers, Notes to Financials at Some Banks, More Clear than Headlines
There are losses at China developers and some of this is new or losses are much higher. This is not fully reflected in headline figures at China...
822 Views
Bank of Jiujiang - Rare Announcement Expecting at Least 30% Profit Decline
Bank of Jiujiang announced that its profit would be at least 30% lower for FY23 due to worsening credit metrics. This is incredibly rare to see...
517 Views
CX Daily: Long Tethered to Apple, Chinese Suppliers Seek New Options
Apple /: In Depth: Long tethered to Apple, Chinese suppliers seek new options GDP /: China’s first-quarter GDP grows 4.5% on pickup in...
427 Views
China Banks – Missing Financials, Negative Growth, High Special Mention Loans
The takeover of Baoshang Bank by the government of China is as good a signal as any. All is not well in China banking. Press reports suggest this...
834 Views