China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
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A-Share Margin Trading Weekly (Jun 12th): GUOTAI HAITONG SECURITIES, EAST MONEY INFORMATION, BOE
We analyzed A-share margin trading positions report for the past week and highlighted GUOTAI HAITONG SECURITIES (601211 CH), EAST MONEY INFORMATION...
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China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year;  * Restarting the capex cycle is a key gov’t focus to revive...
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China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views
A-Share Margin Trading Weekly (Jun 5th): GUOTAI HAITONG SECURITIES, Zoomlion, BOE, HUAQIN TECHNOLOGY
We analyzed A-share margin trading positions report for the past week and highlighted GUOTAI HAITONG SECURITIES, Zoomlion, BOE, SHENZHEN ENVICOOL...
119 Views