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.
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China Banks – About Time
CHINA BANKS: PBOC and CBIRC Released Finalized D-SIB Standards and Indicated Tighter Regulations. Aggressive Capital Raises Are Expected.
370 Views
Bank of East Asia: Move to Overweight the Capital Inefficient Securities from Buy
We move to Overweight Bank of East Asia’s capital inefficient securities as these securities have outperformed their peers since our Buy...
337 Views
ICBC – Be Very Wary Of Worsening Credit
INDUSTRIAL AND COMMERCIAL BANK OF CHINA: Don't Believe The Hype. Numbers Manufactured, and Credit Risk Suggests Long Winter For ICBC and Mainland...
354 Views
Bank of East Asia: Buy the Inefficient Capital Securities
We recommend Buying Bank of East Asia's (BNKEA) inefficient Additional Tier 1 (AT1) capital securities. The minimum trading size increment of a...
414 Views