China Banks – Subtle Risk Deterioration
There is a major difference in risk profile of China and US banks. Here we are specifically referring to the degree of accumulated loan loss...
654 Views
Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow
Hua Hong Semiconductor (1347 HK) is ranked 38th and is an expected ADD. Shenzhou International (2313 HK) could get deleted due to this addition.
171 Views
China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views
China Banks – Base Effect of Low NPL Ratios
Of China’s listed banks there are only just five that have an NPL ratio at less than 1% as at YE18. For three of these banks, our vendor does not...
637 Views
China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
962 Views