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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Mr. Pink who wrote (1855)7/22/1998 6:42:00 PM
From: andrew krull  Read Replies (1) of 18998
 
Mr. Pink
Any comment on ICBC? It appears to be underperforming compared to other thrifts. ICBC is up 1.6% since last month and American Banker Thrift Index up 4.1% I understand that in this flat yield curve environment bank stocks will fall, I am just wondering why ICBC seems to be taking a bigger hit.
Any comment on SBAN? ROA and P/B look interesting.
Andrew
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