PICC P&C â Still Too Much Credit
*Weak 1H20 Results: PICCÂ P&CÂ (2328.HK) [PICC P&C] reported 1H20 earnings of CNY 13.2 bn, which was 6% below consensus and down 22% YOY....
327 Views
Tencent - After-Life In EU
*EU Transaction: Afterpay is set to acquire Pagantis, which is noted as a âtraditional buy now, pay later traditional credit service providerâ with...
391 Views
Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
539 Views
AIA Group â Interesting Indian Transaction
*Creative New Revenue Opportunity: AIA Group (1299.HK) [AIA], via its 49%-owned Tata AIA JV in India, has entered into a strategic partnership with...
513 Views
Genworth Financial â Big MI Print, Uncertainties Persist
*Poor Result Despite Mortgage Unit Gains: After the market close, Genworth Financial (GNW.US) [Genworth] reported 2Q20 adjusted earnings per share...
467 Views