bearish•HSBC Holdings•30 Aug 2023 18:43
HSBC - Realized/Unrealized Gains Oversized To Profit, Soaring Credit Costs
With new data from Dah Sing, BEA, Public Bank (HK), it becomes clear that credit metrics in Hong Kong are worsening. HSBC is caught geopolitically...
bullish•HSBC Holdings•18 Jul 2023 03:00
HSBC Holdings PLC: Initiation of Coverage – Increased Distribution & Transformation Strategy & Other Drivers
This is our first report on HSBC Holdings PLC, one of the biggest banks and financial service providers in the world. Notably, Hong Kong, Mainland...
bearish•Quantitative Analysis•03 Oct 2023 08:00
Hong Kong Connect Flows: $7.3bn of Inflows in September
We analyzed the Hong Kong Connect Scheme for September and highlight flows for ICBC, CCB, Meituan, Innovent Biologics, Xpeng and Petrochina.
bearish•HSBC Holdings•25 Feb 2023 10:17
HSI Index Rebalance: No Changes & Further Delays to Reaching the 80 Member Target
In a surprise, there are no adds/deletes in March. There are some large capping changes that result in a one-way turnover of 2.6% and a one-way...
bearish•HSBC Holdings•30 May 2023 16:45