HSI - Potential Impact of WVR Share Inclusion & Finance Sector Capping
On 8 November, Hang Seng Indexes announced the results of the quarterly index review of the HSI and HSCEI. While making no changes to the HSI, Hang...
691 Views
HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
670 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...
420 Views
BOC (HK) - IFRS 9, Card Charge Offs, Macro Suggest Sharply Higher Provisions
We are not convinced that some of the spectacularly low non-performing loan (NPL) and credit cost figures for Hong Kong’s banks can remain. It is...
261 Views
StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
475 Views