China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
825 Views
China Everbright Bank: Life Can Never Give Security; It Can Only Promise Opportunity.
In terms of fundamental progression and valuation, China Everbright Bank Co A (601818 CH) shines. At Q219, the bank reported benign trends,...
494 Views
Bank of Hangzhou: The Tide Must Reach Its Lowest Before It Turns
While Bank of Hangzhou Co Ltd (600926 CH) may tick the boxes for fundamental progression and valuation, we remain on the sidelines.The bank does...
546 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
Shanghai/​Shenzhen Connect Snippet: 3 Weeks of Outflows, Moutai, Hikvision (2019-05-24)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
764 Views