Asia Short Interest Weekly: ICBC, PCCW, Meituan, HKEX, Nexon, FamilyMart, Samsung, TSMC, Acer
We highlight the largest changes in short interest on stocks across Hong Kong, Japan, Korea and Taiwan to provide insight into the positions being...
442 Views
Japanese Banks: Mountains of Money
The cash piles at the banks are turning into cash mountains, prompting some to withdraw some deposit products and suspend counter operations for...
359 Views
Japanese Bank Lending: Flatlining
Loan and deposit data for Japanese banks released by both the BoJ and the JBA for September 2020 confirm that the ‘dash for cash’ by major...
281 Views
Towa Bank (8558 JP): Another Notch in the Bedpost
The evidence suggests that this is not a 'white knight' riding to the rescue, but another opportunity for Yoshitaka Kitao to gain access to a...
366 Views
Bank Credit Weekly: Election Risk Rises as Asia’s AT1s Outperform
A must-read on US$-risk sentiment derived from high yield and equity markets, interest rates, dollar levels, capital flows and issuance to frame...
381 Views