Primer: Luzhou Bank (1983 HK) - Aug 2026
Deep Value Proposition with Strong Profitability: Luzhou Bank exhibits a compelling valuation, trading at a significant discount to peers on...
114 Views
China Banks - Losses at Developers, Notes to Financials at Some Banks, More Clear than Headlines
There are losses at China developers and some of this is new or losses are much higher. This is not fully reflected in headline figures at China...
822 Views
Shengjing Bank (2066 HK): Minimum Acceptance Condition in Focus as Offer Opens
While the 21 October vote on the delisting proposal should pass, the satisfaction of the minimum acceptance condition (90% of independent H shares)...
584 Views
Chinese RCBs: Two Bailouts. How Many More At Risk?
This is largely an objective insight. There can be no guarantee/certainty why one bank may need to hoist the white flag, while another does not....
509 Views
Postal Savings Bank of China – Growing Into Recovery
If the backdrop is improving, than de-risking is not the way to go. This large China bank not only shows some of the most robust credit growth, but...
466 Views