China Banks ā Profit Growth Is Only From Securities Gains
For the most part, China bankās 1H18 profit growth YoY (and 2Q18 YoY) is from realized and unrealized trading gains, investment gains and fair...
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China Banks ā Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing Chinaās financial sector and specifically how the China...
557 Views
HSBC ā $7 Billion Valuation Hole on BoCom and Other Sundry 1H18 Data
āAs at 30 June 2018, the fair value of HSBCās investment in Bank of Communications Co., Limited (āBoComā) had been below the carrying amount for...
514 Views
SMBC Merging Indo Unit with BTPN, Results in Cash Put for Shareholders
Bank Tabungan Pensiunan Nasional (BTPN IJ) ("BTPN") is a mid-sized Indonesian bank that concentrates serving on small businesses and individuals....
711 Views
CCB Breakout Higher
We are working into long exposure into July weakness with a capitulation low due in late July in HK/H shares after kissing our primary 10,400 turn...
425 Views