US Banks - Loan Loss Reserves Stagnating On Weekly Basis, Indicator of Benign Credit Metrics
Weekly data from Fed shows bank's loan loss reserves continue their stagnation, suggesting limited incremental credit costs, suggesting benign...
393 Views
Hong Kong Buybacks Weekly (Jun 6th): Tencent, AIA, Kuaishou
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
328 Views
Singapore and HK Banks - New World Impairments Are Significant, Flow Through to Banks Is Real
This is relevant to new insight on HK banks with worsening HFD for LDR and real estate lending growth now at most negative rates in the HKMA...
778 Views
HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June 2025)
The June rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the four...
1.4k Views
HSI Index Earning Revision (May): Xiaomi, ICBC, Tencent, China Life, Meituan, Smic
We analyzed HSI's consensus for May 2025 and highlighted changes of EPS in Xiaomi, ICBC, Tencent, China Life, Meituan, Smic.
6.3k Views