China Banks - Losses at Developers, Notes to Financials at Some Banks, More Clear than Headlines
There are losses at China developers and some of this is new or losses are much higher. This is not fully reflected in headline figures at China...
223 Views
Australia Banks - Loan Growth Flat Line, Negative Building Approvals, WBC Credit Metrics Concerning
Loan growth flat lining for a long time in Australia, with highly negative growth rates for building approvals, and WBC and BEN showing weakening...
249 Views
Haitong Securities - Portugal Bank Goodwill Impairment Surge | Overall: High Costs, Poor Revenue
Profit down 75% YoY and revenue down 32% YoY in latest results just out for 1H24. Risks still remain for this company, and potentially worsening...
823 Views
BEA - Far Worse Deterioration in Hong Kong than Other Regions & Sharply Lower HFD Centa City Index
BEA just released 1H24 net profit - not good. Granular data shows most deterioration in HK region. HFD in real estate, lending suggests this is not...
212 Views
Australia Banks - Negative Loan Growth Reaches August 2021 Levels
With NAB results and peers, it is worthwhile keeping in mind this HFD on insolvencies, which has been for some time, pointing to worsening credit...
736 Views