Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
495 Views
Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
604 Views
Deutsche Bank - Hello Darkness My Old Friend
Weak Core Result: Deutsche Bank (DBK.GY) [Deutsche] reported pre-tax loss of EUR 1.29 bn and a clean pre-tax loss of EUR 34 mn - versus clean...
497 Views
HSBC – Kitchen Sink
The final quarter of 2016 was a loss for HSBC Holdings (5 HK). The final quarter of 2017 saw profit down 91% YoY. The final quarter of 2018 was far...
442 Views
Market Neutral Financial Pairs - HSBC Vs Hang Seng Bank/BOCHK
HSBC Holdings (5 HK) has outperformed an equally weighted basket of Hang Seng Bank (11 HK) and BOC Hong Kong (BOC HK) (2388 HK) by 12% over the...
622 Views