A-H Premium Weekly: Healthcare Led Premium Decline
A-H premium declined by 3.0ppt last week, led by consumer staple, consumer discretionary and heathcare. We highlight names including Shenzhen...
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A/H Premium Weekly: Industrials Led Premium Increase
Top three sectors in terms of A/H premium increase were consumer stable, utilities and industrials. Six industrial names appeared in the top 10 A/H...
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China Banks – Subtle Risk Deterioration
There is a major difference in risk profile of China and US banks. Here we are specifically referring to the degree of accumulated loan loss...
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Bank Credit Weekly: Risk-On Until Hong Kong
Almost all Asia-headquartered bank bonds tightened in this week’s risk-on environment. However, Friday’s jump in Hong Kong's inter-bank rates...
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AMTD International IPO: Valuation Bordering on Delusional
AMTD International Inc (HKIB US) is a boutique investment bank and asset management firm focused on Chinese regional banks and new economy...
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