The Banking and Strategy Initiative

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Tag Archives: Hongkong

It’s Monday Again!: A celebration weekend, Monday is slow off the pike? HBC:US, TWTR:US, GS:US, GM:US, F:US, NFL, (The Week ahead: Nov 04, 2013 – Nov 08, 2013, US Economy & Markets)

If you still have your Halloween costume on, or celebrating Deepavali in India you might be excused. In fact I almost did, but then I remembered that HSBC had reported … Continue reading

November 4, 2013

US Morning Report: The Pound winds down, Stanchart pays with $15B in Market Cap and Facebook gets ready for extreme supply

The Pound Sterling fell to more comfortable levels in Asia and for once London did not have to go against the grain of the trade in the pre US open … Continue reading

August 7, 2012

Bank Results Season: You won’t catch them speaking Emerging Markets again! (StanChart H1 2012)

HSBC’s fastest groing markets mandate and StanChart’s Emerging Markets prince characterisation remains but even for Stanchart, growing markets have changed since they pressed forward in 2009 thinking of their home … Continue reading

August 1, 2012

Gap recovers, Esprit spirals towards Sale | Deal Insight – The Retail Lifestyle also rans

  Of course, in keeping with the series’ semantics and character, because both GAP and Esprit have been out of Retail Lifestyle Winner shortlists for a long time and may … Continue reading

June 14, 2012

Bank Results Season: Taking a look at trading rebound vs commercial banking growth (HSBC Q1 2012)

HSBC’s Net Operating income was up to $18.8 bln before DVA from $17.6 bln last year before DVA spreads squeezed topline. Meanwhile run off portfolo efficiencies in North America down … Continue reading

May 8, 2012

Bank Results Season: Standard Chartered effectively neutralised in Asia? (Q1 2012)

The Temasek controversy apart ( Aside: This is not much of a controversy really, The investor wanted to hold $10 bln worth of Stan C shares and we assume and … Continue reading

May 2, 2012

China’s Banks pull in claws!: Could #5 BoCOM beat #4 Bank of China (2011 results reports)

Despite a almost 30% improvement, Bank of China is stilll the worst of the big Four banks in NPLs with 1.8% as its ratio of NPLs five times that of … Continue reading

March 31, 2012

BofA, Citi await Deal Thursday | Banking Insight

Even as Goldman Sachs reported its first loss in Asia in 2011, losing $103 mln in the continent across China, India, Hongkong and many of its favorite emergent markets including … Continue reading

March 6, 2012

Asia Impact: China lowers GDP target, AIA sale second time lucky for AIG

StanChart compared well with other ASia Giant HSBC but HSBC has outgrown it in Hongkong and Mainland China just by virtue of having been their longer, even with including an … Continue reading

March 5, 2012 · 1 Comment

US Economy (The Week Ahead): Expectant on Jobs & Credit Data

China PMI data early in the night leads up to a beautiful March recovery as March madness starts off this week with Jobs Data continuing to add 200,000 in Jobs … Continue reading

March 4, 2012