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...
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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
Chinese Banks: BOC Has Minimum 10% Downside Potential - 3 Month View
Daniel Tabbush (Tabbush Report) published an interesting note on the Chinese banking sector on 12 May 2016. I was interested to run my technical...
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Quantifying Markdowns for China's Banks
Most should be aware by now that China’s banks have considerable loan-like risk, but misclassified as securities.(We have detailed this previously...
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A Greater China Bank with 99.8% Performing Loans?
Perhaps it is better to focus on what appears too good to be true and simply, unreasonable? This is what we see with Boc Hong Kong, where it...
319 Views