China Merchants Bank H

China Merchants Bank – Accelerating Risk

Equity Bottom-Up
168 Views, 12 Jan 2022 00:34
EXECUTIVE SUMMARY
  • Competitor Call Reveals Numerous Additional Risks Which Will Weigh On Results. 
  • No Clarity On Go Forward Core Bottom-Line, Especially Gains and Loss Provisions.
  • Reserve to NPLs Looks Overstated, as WMP and Securities Are Included In Loan Reserves.
detail (2-minute read)
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Thomas J. Monaco
Silver Point
FinancialsEquity Bottom-UpThematic (Sector/Industry)
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