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
BOC Aviation - Flying Solo from Now On
BOC Aviation (BOCA) stabilization ended yesterday. Since our last insight on 6th of June, BOC Aviation - As Stabilization Ends, How Low Is Too...
543 Views
Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
374 Views