HSI, HSCEI, HSTECH: September Rebalance Flows Post Capping
There are some pretty large flows across the HSI, HSCEI and HSTECH at the September rebalance due to name/float/capping changes. Impact on some...
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Bank of East Asia – Premature Provision Cut
BANK OF EAST ASIA: BEA reported 1H21 HOH results improvement of 34.3% supported by both a reduced loss provision and net interest income...
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HSI Index Rebalance: Big Tech Avoided; Few Changes Now Means More Changes Later
Hang Seng Indexes has avoided adding Big Tech and included Li Ning, Xinyi Glass and CM Bank while deleting BoComm. Tencent will be capped higher,...
758 Views
Asian Banks – Funding Costs Can Surprise
Many banks have high levels of fixed deposits. As these mature, they re-price at lower rates. The scope for margin expansion is considerable....
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Hang Seng Bank – Wuihfung Remains In Full Control
HANG SENG BANK: Hang Seng reported a poor 1H21 HOH operating result. If provisions didn't decline 65%, results would have been worse. It under...
322 Views