HSBC - 3Q25 Results Are Out, Major Deterioration in Credit Metrics
With 3Q25 results out just over 1 hour ago, we can see clearly, major deterioration in credit metrics, especially stage 2 loans and relative growth...
355 Views
HSBC - Privatization of Hang Seng Bank Should Mean Limits on Granular Credit Metrics After 2H25
$1.1bn hit from Madoff fraud. None of this is positive for HSBC. There can be increased operational risk req. Front office managers are likely to...
634 Views
Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
689 Views
HK Short Interest Weekly: Tencent, CMB, CCB, Xiaomi, HSBC
We analyzed the latest HK SFC report for aggregate short position as of Oct 17th and highlight short interest changes in Tencent, CMB, CCB, Xiaomi,...
397 Views
Mostly) Asia-Pac M&A: Shibaura Elect., Larvotto, Minmetals Land, Lynch Group, Mandarin Oriental
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
601 Views