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...
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Global Equity Strategy: More Cracks Begin to Show
Adding to last weekās concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
537 Views
China Banks ā Base Effect of Low NPL Ratios
Of Chinaās 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...
596 Views
Bank of China: Cheap Globally by Any Valuation Metric
Buying shares in a high-yielding Chinese bank is of course predicated by a macro or socio-economic or political assessment of the country's...
710 Views
Global Banking Trends: Trusting the Signals
The PH Scoreā¢ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
725 Views