INSIGHT PROVIDER
Fern Wang

Fern Wang
Financial sector veteran
KT Capital Group

17
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Hong Kong & China Financials & Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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bearishChina Vanke (H)
07 Mar 2024 12:47

China Vanke: Should Investors Be Worried?

China Vanke jitters as insurers raised concerns for the company. Vanke warrants close monitoring due to declining contract sales, cash position,...

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22 Feb 2024 18:19

StandChart Is Likely to Have More China Bohai Impairment

StandChart is likely to take more impairment hit on China Bohai with continue NIM decline of the latter. We reviewed both of HSBC and StandChart's...

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bearishEvergrande
29 Jan 2024 11:52

Evergrande's Wind-Up Ruling Implications

Evergrande's wind-up ruling offers limited relief to investors.  It will not, however, preclude other developers to reach a deal with their creditors.

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26 Jan 2024 01:50

Alibaba's Share Prices Are Lacking Further Catalysts After Jack Ma and Joe Tsai's Stock Acquisition

For Alibaba to unlock its value, China needs to provide clear and consistent support to its tech sector. At the same time, Alibaba also need to...

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bearishBank Of America
09 Nov 2023 16:18

Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses

Unrealized HTM losses continue to balloon.  What has caused SVB's demise seems to have now been forgotten. We took a deep dive into 3 U.S. banks to...

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