Thomas J. Monaco

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

China Evergrande Group is an integrated residential property developer. The Company, through its subsidiaries, operates in property development, investment, management, finance, internet, health, culture, and tourism markets.

<ul>
<li>Evergrande Is Breaking Down More Rapidly Than Banks Have Kept Up; </li>
<li>Minsheng Has Significant Exposure to Evergrande and Other Problem Developers; and </li>
<li>Minsheng Is Not Insolvent, But It Is Getting There Very Quickly. </li>
</ul>

Silver Point

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Evergrande

China Evergrande Group – More Casualties