Ping An Insurance – Breaking The Bank
PING AN: PAB reported 3Q21 QOQ growth of 55.0%. Credit quality was abysmal and Ping An is pulling on its bank lever to offset another quarter self...
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Ping An A/​H: Discount Turns to a BIG Premium
Ping An A-shs are now trading at a 11% premium to the H-shs. This is in the 95th percentile and is partly driven by the buyback on A-shs. We like a...
585 Views
China Evergrande Group – Shoes Dropping At Shenjing
EVERGRANDE: Before the Evergrande debacle, Shenjing posted core operating losses and liquidity stress. Despite this, Shengjing Finance absolved...
471 Views
China Evergrande Group – Daisy Chain Pulled
EVERGRANDE: Evergrande is selling a 19.9% stake in Shengjing Bank, leading to a MTM loss of USD 1.53 bn or 2.5% of equity. It's risk outstanding is...
372 Views
Asia Ex-Japan Positioning:Â India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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