Dali Foods (3799 HK): Lock-Up Expiry, Follower Discount To Remain
Dali Foods was listed on Nov 20th, 2015 at IPO price of HK$5.25/share. The stock closed 4% below deal price on its first day of trading and is now...
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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...
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Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
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China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
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China: Contingent Liabilities
For the most part we focus on loans and other assets in terms of risk. But contingent liabilities should not be forgotten. These can prove to be a...
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