China Merchants Bank – Massive 4Q20 Charge-Offs
CHINA MERCHANTS BANK: CMB announced a poor set of preliminary 4Q20 results, as profit declined 22.7% QOQ. Credit risk has substantially increased...
333 Views
Ant Group: Regulatory Pressures Drive the State’s “big Data” Grab, and a Revised SOTP Valuation
Ant Group is under great state focus and under pressure to share its many terabytes of "big data" with PBoC, hurting its SOTP valuation; yet,...
468 Views
China – No Mass Hysteria, Banks To Benefit
The mass hysteria that has engulfed so many countries’ media appears well gone in China. This is perhaps the most important step to regain...
443 Views
Asia Short Interest: China Mobile, CNOOC, Xiaomi, JD, Change, KT, Samsung, TSMC, Largan
The weekly short interest report looks at large moves across HK, Japan, Korea and Taiwan stocks and helps in determining market interest that could...
451 Views
Postal Savings Bank – D-SIB Spurs Placement
POSTAL SAVINGS BANK OF CHINA: D-SIB Status Spurs Private Placement And Likely A Lower ROE Both From Dilution And Challenged Fundamentals In 2021.
281 Views