Bank of Hangzhou: The Tide Must Reach Its Lowest Before It Turns
While Bank of Hangzhou Co Ltd (600926 CH) may tick the boxes for fundamental progression and valuation, we remain on the sidelines.The bank does...
541 Views
China Banks – Worsening Macro Will See Higher Bad Loans
It is hard to envisage a positive reading of the abysmal 6.1% YoY fixed asset investment growth in China for May 2018 year-to-date. Headlines and...
193 Views
PICC P&C – Heavy Headwinds
* Regulatory Challenges: Auto pricing reform is negative for P&C segment loss ratios given the higher premium discounts; and mainland Chinese...
231 Views
Unknown, Fringe China Bank Reveals Telling Margin Erosion
We do not claim that ChangChan Rural Commercial Bank (CCCB) is indicative of the large listed banks in China. It is likely of lower quality....
270 Views
Margin Erosion Accelerates at China's Hua Xia Bank
Few banks in China have announced 2Q17 results. Even fewer report net interest margin data for the period, or provide sufficient data for its...
336 Views