Dah Sing Financial: Â Prime Setup Opportunity
The Dah Sing Financial ex-Bank trade is currently trading at extreme levels on almost every metric - yield discount, stub level and discount to...
349 Views
Hang Seng Bank's losses in China can worsen
Excerpts From The Tabbush Report: While Hang Seng Bank may have been able to divest Industrial Bank before the routing in China bank NPLs, without...
360 Views
(QUICK UPDATE) Tracking the herd of Chinese tourist: Japan and Thailand top the list
I talked about 3 structural bears for Hong Kong's tourism earlier this year in February:1. How Hong Kong is losing its attractiveness as tourist...
500 Views
China Banks' Thin Line
Beijing canceled the loan:deposit ratio (LDR) cap of 75%. It’s worried. This can be considered to be a similar move as lowering the reserve...
446 Views
What's Next For China?
Raids on brokers and traders. Less economic data flow, or spurious upward revisions. Wealth management product holders not getting paid. Defaults...
534 Views