HBCYF News and Press, HSBC Holdings Plc From 06/17/20

HSBC: Hong Kong Exposure is a Long-Term Liability I recently published an analysis of how political unrest might affect one of the two big foreign banks highly exposed to Hong Kong, Standard Chartered ( OTCPK:SCBFF ) , here . In it I mentioned that one good thing about that bank’...

Standard Chartered: Over Exposed Long-Term to Hong Kong and China Standard Chartered ( OTCPK:SCBFF ) and HSBC ( HSBC ) have had their share prices depressed for reasons including their perceived heavy exposure to Hong Kong and China at a time of rising political pressures in the region ...

This article is part of a series that provides an ongoing analysis of the changes made to Tweedy, Browne's 13F portfolio on a quarterly basis. It is based on Tweedy, Browne's regulatory 13F Form filed on 05/13/2020. Please visit our Tracking Tweedy, Browne Portfolio series to get an idea o...

Musings May’s risk-on environment baffled many (and again caused soul searching amongst dividend and value investors. How long can factors (which has proven to create alpha over long stretches of time) continue to lag the market? As John Maynard Keynes aptly phrased it, ȁ...

Musings Unless you are solely invested in Technology stocks, your portfolio is likely nothing but a sea of red this year (despite a bump off the lows in April). Basically everything is hurting (no shocker there), but that’s not what I’m focused on at the moment. I’m tryi...

HSBC Holdings PLC (HSBC) Q1 2020 Earnings Conference Call April 28, 2020, 02:30 ET Company Participants Noel Quinn - Group CEO Ewen Stevenson - Group CFO Conference Call Participants Joseph Dickerson - Jefferies Fahed Kunwar - Redburn Thomas Rayner - Numis Securities Limi...

The following slide deck was published by HSBC Holdings plc in conjunction with their 2020 Q1 earnings Read more ...

By now, everyone has heard of Hin Leong's bankruptcy filing in Singapore. However, we should remember that Hin Leong owns and operates Universal Terminal, one of the largest crude oil terminal and storage facilities in the world. And, that out to the massive number of tankers anchored in Singa...

Europe to follow the coronavirus recovery playbook China new coronavirus cases peaked in mid-February. Since then the MSCI China Index has outperformed the MSCI World Index by 19% (see chart below), as the country became the global safer haven , and the economy gradually restarted. We ...

Musings Shorter update this month since life is too crazy to look backwards at the moment, plus I made a ton of trades to report (so no gory graphs demonstrating the pain I am sure that your portfolio dashboard is telling you). I don’t believe that any of the posted numbers (espec...