Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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Not Just China Bad Loans Hurting BEA
Bank of East Asia is being hurt not only from worsening impairment costs and worsening revenue in China, but also far higher NPLs in Hong Kong. It...
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Dah Sing Financial: Banks Behaving Badly
In the ongoing saga which is Dah Sing Financial Holdings (440 HK), most of the transaction-relevant information is out there. The vote is next...
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Dah Sing Financial: Circular Released
As discussed in Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent just two trading days ago, the Circular concerning the Disposal of...
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Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent
One month ago I wrote Dah Sing Financial - Cheap As It Has Been for 2yrs (And We Have Catalyst) as the latest in a series of pieces on the Dah Sing...
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