📧 Communication
presentation/speechCommunication Details
Dominick Ng of EWBC noted that Dodd-Frank reform could be positive, allowing expense savings to be shifted to revenue generation. He also stated that anti-China rhetoric has limited impact as it targets traditional manufacturing, not the tech/retail sectors EWBC focuses on. He reiterated the strategy to sell CRE loans to diversify the portfolio.
📄 Source Document
This document, from a BofA Merrill Lynch conference report, analyzes East West Bancorp (EWBC) and presents a poll on Citicorp's efficiency ratio. It details EWBC's positive outlook on post-election regulatory relief, its view that anti-China trade rhetoric will have limited impact, and its strategy to diversify its portfolio by selling CRE loans. A poll shows divided investor sentiment on how EWBC's China exposure affects their investment thesis.
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