China Banks: Moving On Up
The recovery in the Chinese economy, the changes to fintech rules, the better than expected results, the low valuations and the extreme positioning...
574 Views
China Merchants Bank – Massive 4Q20 Charge-Offs
CHINA MERCHANTS BANK: CMB announced a poor set of preliminary 4Q20 results, as profit declined 22.7% QOQ. Credit risk has substantially increased...
344 Views
Bank Credit Weekly: Distractions May Drive Markets Near Term
Distractions could disturb fixed income markets over the next few weeks if misinterpreted or allowed to interrupt policy making. This could add a...
329 Views
Banks - A Turning Point
The theme for global banks is one of lowered credit costs, improved loan demand and better fee income. The comparative to last year should be...
835 Views
Postal Savings Bank – D-SIB Spurs Placement
POSTAL SAVINGS BANK OF CHINA: D-SIB Status Spurs Private Placement And Likely A Lower ROE Both From Dilution And Challenged Fundamentals In 2021.
290 Views