JP-HSBC@EC2611B

HSBC Issues A$1.4bn Notes and Seeks Listing on Euronext Dublin

HSBC Hong Aims for 7.5 Million Customers, Matching City Population

HSBC holds Asia summit in Hong Kong to showcase three business pillars

China Leverages New Energy Exports to Counter Economic Risks; HSBC Launches Fund as EU Considers Reducing Dependence

HSBC: Low Financing Dependence and High Deposit-Lending Ratio Grant Flexibility and Growth Potential

HSBC: AI to Reshape Finance Jobs, Group Retraining Staff to Adapt

HSBC CEO Announces Takeover of Hang Seng and Major Cost Cuts to Drive Growth

HSBC Unveils Business Strategy Update: Cuts 300 MDs in a Year, Reduces Headcount by 4,400 to Save $600M

HSBC Opens Fifth Wealth Centre Aiming to Become Asia's Largest Wealth Manager

HSBC Opens 4th Wealth & Health Center, Expands Mainland Medical Partnerships for High-Net-Worth Clients

HSBC prices 1.4 billion AUD senior unsecured kangaroo bonds

HSBC Holdings Raises AUD 1.4 Billion via Three-Part Kangaroo Bond Deal

HSBC Opens 5th Premier Wealth Centre in Hong Kong, Appointments Fully Booked

HSBC Holdings launches benchmark AUD bond issuance

HSBC Holdings Issues Perpetual Subordinated Contingent Convertible Securities

HSBC Premier Launches First Cross-Border Health Ecosystem Covering HK and Mainland

HSBC Launches $4 Billion Credit Facility to Support Chinese Enterprises' Global Expansion in Sustainable Technology

HSBC Reaffirms Private Credit Commitment, Denies $4B Pause Report

MAN YUE TECH

RISECOMM GP

DEEPZERO

PROSPER FUTURE

PANGAEA CONNECT

JOLIMARK

ALLTRONICS

VC HOLDINGS

INTELLIMARK W27

CENTURY GINWA

00005

HSBC

HSBA

HSBC Private Bank's mid-term investment outlook indicates that the Middle East conflict has led to a dismissal of interest rate cut expectations in developed markets for 2026. The bank supports the view that the U.S. Federal Reserve should maintain its current stance. It forecasts two rate hikes by the Bank of England and three by the European Central Bank in 2026, citing increased inflation risks and economic vulnerabilities in the UK and Europe due to energy price shocks.

CoinLive

HSBC HOLDINGS

HSBC Holdings Plc

HSBC 5xShortSG241213

HSBC Private Bank: Middle East Conflict Affects Rate Cut Expectations

HSBH

HSBC warns that the 10-year Treasury yield is nearing levels that could rival stock returns, diminishing equity investment appeal. The rise is driven by inflation, high energy prices, and geopolitical tensions, especially the Iran conflict. Analysts caution that yields above 5% may lead to market corrections, tighter credit, and financial strain on governments and corporations.

- The 10-year yield is nearing levels that make bonds competitive with stock returns, decreasing equity investment attractiveness.  
- Inflation pressures, high energy prices, and geopolitical tensions, especially related to Iran, are contributing to the increase in yields.  
- Analysts caution that sustained yields above 5% could lead to market corrections, tighter credit conditions, and financial strain on governments and corporations.

HSBC Holdings plc ADRhedged

HSBC warns as 10-year Treasury yield nears danger zone

Themes Management Co LLC purchased a new position in shares of HSBC Holdings plc (NYSE:HSBC - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.

- Themes Management Co LLC acquired 12,195 shares of HSBC Holdings plc for approximately $959,000 in the fourth quarter, joining several other institutional investors who also adjusted their positions in the company.  
- HSBC reported stronger operating performance in Australia and launched a $4 billion clean-energy credit facility, while facing a mixed outlook from analysts regarding its stock ratings and future growth.  
- The company's recent dividend declaration reflects a payout ratio of 32.46%, indicating ongoing confidence in maintaining shareholder returns amidst a challenging economic environment.

Market Beat

ROYAL BANK OF CANADA

Goldman Sachs

GS Hldg R

Themes Management Co LLC Invests $959,000 in HSBC Holdings plc $HSBC

Core42, a G42 company, has secured $550 million in structured trade finance from HSBC to enhance its AI cloud infrastructure in the US and Europe. The financing, comprising two facilities of $240 million and $310 million, aims to support Core42's capital-intensive AI deployments while maintaining financial discipline. This move underscores the growing institutional recognition of AI infrastructure as essential for long-term demand, positioning Core42 as a key player in the global AI landscape.

- Core42, a G42 company, secured US$ 550 million in structured trade finance from HSBC to enhance its AI cloud deployments in the U.S. and Europe.  
- The two facilities, completed in February and May 2026, aim to support Core42's capital-intensive AI infrastructure and are designed to maintain financial discipline while enabling rapid scalability.  
- As AI evolves into mission-critical applications, these financing arrangements are critical for supporting sustained demand and operational resilience across key markets.

Zawya

Core42 raises $550mln from HSBC to scale global AI infrastructure

STAN

02888

In late 2023, Hong Kong initiated a consultation on stablecoin regulation, focusing on fiat-backed stablecoins. The HKMA launched a Stablecoin Issuer Sandbox in March 2024, with three potential license holders: JD Coin Chain, Yuanbi Innovation, and a consortium of Standard Chartered Bank, Animoca Brands, and HKT, which ultimately secured the first license. Other interested players, like Ant International, are still in the application process. The regulatory approach emphasizes local capital and familiar business scenarios.

- In late 2023, Hong Kong initiated a consultation on stablecoins, concluding that regulation should start with fiat-backed stablecoins.  
- The HKMA's Stablecoin Issuer Sandbox launched in March 2024, identifying three potential groups for licensing, ultimately granting the first license to Standard Chartered Bank, Animoca Brands, and HKT.  
- By May 2025, the Stablecoin Bill was passed, establishing licensing requirements for issuers, including capital, reserve asset, and operational mandates to ensure compliance and stability in the market.

Standard Chartered PLC

STANCHART

JD.com

JD-SW

XIAOMI-W

Futu

FUTU-W

ZA ONLINE

HASHKEY HLDGS

HKT-SS

JD-SWR

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

A comprehensive overview of Hong Kong stablecoin licenses: From sandbox players to HSBC's entry into the market.

HSBC has launched a $4 billion credit facility aimed at supporting clean energy and low-carbon companies in mainland China, with Vietnam as a key target market. The facility will provide financing for sectors such as clean power and transport electrification, and aims to assist Chinese firms in expanding internationally. Vietnam's growing renewable energy capacity and government investment plans make it an attractive destination for this initiative.

- HSBC has launched a $4 billion credit facility aimed at supporting mainland China companies in the clean energy and low-carbon sectors, with Vietnam as a key focus.  
- The Sustainability and Transition Credit Facility will provide financing for businesses in areas such as clean power and transport electrification, enhancing the firm's credit and tailored solutions.  
- Vietnam's growing renewable energy capacity and significant investments in power generation under its development plan position it as a promising market for Chinese clean energy firms.

TechNode

HSBC launches $4B clean energy facility, targeting China-Vietnam green trade

02388

03988

Hong Kong's note-issuing banks are replacing burnt cash for residents of Wang Fuk Court following a devastating fire last November. The Monetary Authority's emergency measures allow banks to exchange damaged currency if at least 75% is intact. Residents have reported recovering significant amounts of fire-damaged cash, with banks like HSBC and BOCHK offering a one-stop verification and exchange service. Affected residents are advised to present identification for assessment, while banks aim to support them empathetically.

- Hong Kong’s note-issuing banks are replacing burnt cash for residents affected by a fire at Wang Fuk Court, following emergency measures by the Monetary Authority.  
- During a recent operation to collect belongings, residents discovered damaged banknotes, with some retrieving over HK$100,000 each.  
- The banks are providing a one-stop exchange service for charred currency, ensuring support for those impacted by the disaster.

SCMP

BOC HONG KONG

BANK OF CHINA

Bank of China

Bank Of China

Hong Kong banks replace burnt cash from residents of fire-ravaged Wang Fuk Court

HSBC has reported a bond sell-off that has driven the 30-year Treasury yield to 5.19% and the 10-year yield to 4.667%. According to NS3.AI, the Bureau of Labor Statistics announced that the Consumer Price Index (CPI) increased to 3.8% in April, surpassing the consensus forecast of 3.7%. Financial experts Steve Sosnick and Ian Lyngen have cautioned that continued increases in yields could exert pressure on stock markets.

Treasury Yields Rise Amid Bond Sell-Off, CPI Exceeds Forecast

📈 Share your trades, earn SGD $2 per post! 
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

Day 25: As of May 2026, OCBC Bank has reported a strong start to the year, with Q1 2026 net profit rising by 5% to $1.97 billion, surpassing expectations driven by wealth management fees and record non-interest income. Under new leadership, the bank aims to double its wealth business by 2029, including acquiring HSBC Indonesia’s wealth business.

OCBC Bank

HSBC HK SDR 5to1

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Super Micro Computer

NVIDIA

Corning

Snap

Coinbase

Coreweave

IREN

Rocket Lab

BIDU-SW

BABA-W

TENCENT

Far East HTrust

StarHub

JMH USD

Snap On

BIDU ADR US

☕️ [Task Coins Giveaway] Daily Market Talk

BIDU-SWR

Baidu HK SDR 10to1

Baidu

BABA-WR

Alibaba HK SDR 5to1

Alibaba

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

DBS Group

United Overseas Bank (UOB)

Jardine Matheson

Up, up and away says the market. But I am happy staying defensive coz I prefer buying at a discount. Not certain if there will be a sale but its always good safety first!

It has been an awesome rally for tech supported by strong results and outlook. I still remain defensive despite the rally which I expected somewhat and hence decision to add on some AI names despite my defensive posture. But I am scaling out into strength and staying defensive. Stay safe!

I expect the US market to open and close relatively flat tonight ahead of tomorrow Non Farm Payroll (NFP) results. Investors likely to take a cautious pause.As for OCBC’s quarterly earnings tomorrow, I anticipate weaker loan interest income, partially offset by contributions from its insurance business and other non-interest income streams. Let’s see how it turns out.😉

Based on today’s Business Times, the insurance arm of OCBC reported a slight 0.2% increase in net profit to S$346.3 million for the first quarter ended March 31, 2026, up from S$345.5 million a year ago.With above news. the market should already have a fairly good idea of OCBC’s overall results for the quarter. Either flat or moderate results 🤭.

Apple

Intel

Sandisk

Palantir Tech

Alphabet - C

Alphabet

SMIC

SingTel

Frasers L&C Tr

CityDev

INTEL-T

SMIC HK SDR 5to1

SingTel 10

Singtel

CITYDEV NCCPS

I believe the AI supercycle has already been fore ran and hence the market has been consistently demanding the exceedingly, overwhelming perfect beats to drive the euphoria; nitpicking and reading between the lines and inventing concerns when the FOMO fruits are roped for picking. The narrative for capex monetisation concern surface every now and then, and then the concerns on power shortage, etc. Any little bad news can knock the knights off their high horse at any moment. But the party must go on right?

HSBC reported weaker than expected profits. It is mainly due to an unexpected UK fraud-related charge and higher credit provisions linked to rising economic risks from the Middle East conflict, the Iran war.As for Singapore banks like UOB and OCBC, I do not currently see any significant direct risk, given their relatively limited exposure to the UK private credit market and the Middle East compared to HSBC.😁

Day 20: OCBC (May 2026) is strengthening its regional wealth management by acquiring HSBC’s retail and wealth business in Indonesia, adding S$6.6 billion in assets under management (AUM). The bank also launched Southeast Asia's first tokenised physical gold fund and revised 360 Account interest rates to up to 4.45% per annum effective May 1, 2026.

OCBC - OCBC's recent acquisition of HSBC's retail and wealth management operations in Indonesia aims to enhance its fee income and expand its wealth franchise in Southeast Asia. Especially in high-growth ASEAN markets where global banks are reducing retail and wealth operations, this strategic move comes as a way to diversify earnings sources. I am not surprised with OCBC's latest acquisition given the fact that they have been expanding into the Southeast Asia market, particularly in China as well. I believe OCBC can deliver strong results quarter after quarter as well as competitive dividend yield. What I'm looking out for is how they are going to manage business given the widespread understanding that interest rates may continue to be lowered, and whether special dividends will be given.

SG Bank Earnings Round 2: Can UOB + OCBC Match the Bar DBS Just Set? DBS just printed a record income quarter, kept the 15-cent capital return dividend, and still has SGD 2.6B of buyback firepower left through 2027. The bar is high. This week, UOB and OCBC have to answer it — and both are walking into the same headwind: a falling-rate world that's chewing into NIM. Two reports. Two very different questions. 🗓️ Wednesday, May 7 — $UOB(U11.SG)The most NIM-exposed of the big three. Consensus net profit ~SGD 1.4B (–8% YoY, –3% QoQ). Management's own 2026 NIM guide: 1.75%–1.80% — already below where DBS just printed (1.89%). Three things to watch:- Can wealth + cards + treasury offset the NIM squeeze? UOB's non-interest income engine grew 20%+ in 2024 — Q1 will tell us if that flywheel is still spinning.- Credit costs: management guided 25–30 bps for the year. Anything above and the regional/SME exposure story gets harder.- Capital return signal: DBS just normalised the &#34;extra dividend on top of payout&#34; playbook. Will UOB follow with anything beyond a routine interim?UOB has been the cheapest of the three on P/B for months. A clean Q1 changes that overnight. 🗓️ Thursday, May 8 — $OCBC Bank(O39.SG)The special-dividend story. Consensus net profit ~SGD 1.80B (–4.5% YoY, +3.0% QoQ), NIM compressing to ~1.82%, and management has reaffirmed the 50% payout ratio. The thing investors actually want to know:- Does OCBC declare a special dividend / capital return? This is the single biggest catalyst on the call. The Street has been pricing in optionality; results day is when the optionality cashes — or doesn't.- Wealth franchise: OCBC has been quietly leading the big three on wealth growth. Q1 is the test for whether that's still a structural story or a 2024 high-water mark.- 2026 guidance refresh: in February, OCBC guided &#34;stable to rising&#34; income for 2026. Whether that survives a quarter of NIM compression matters more than the EPS print itself.Of the three, OCBC has the cleanest &#34;buy on capital return news&#34; setup if the special dividend lands. 📊 The Benchmark — DBS Just Reported (Apr 30)For context, here's what UOB and OCBC are being measured against:- Net profit: SGD 2.93B (+1% YoY, +24% QoQ — beat)- Total income: record SGD 5.95B- NIM: 1.89% (–23 bps YoY)- Dividend: 81 cents total (66c ordinary + 15c capital return)- Buyback: SGD 400M done, SGD 2.6B remaining through 2027DBS made it look easy by leaning on wealth, deposit growth, and capital discipline. The question for UOB and OCBC is whether the same playbook works at their scale. 💡 Bottom LineThe 2026 SG bank thesis just narrowed to one question: who has the capital to keep returning it to shareholders while NIM compresses? DBS already answered. UOB and OCBC have 48 hours to make their case. By Friday, you'll know which of the three deserves the overweight in your STI sleeve. 🎁 How to Earn Rewards:🟢 Vote = 200 Task Coins (everyone gets this!)🔵 Vote + Comment + Repost (30+ words) = 888 Task Coins⭐️ Extra SGD 1 Cash Coupon for any qualifying post with original commentary (≥ 80 words: your view, observation). ⏰ Activity Period: Now — Sunday, May 10, 2026, 23:59:59 (SGT) ‼️ Important:1. No reward for duplicate or similar content.2. Rewards issued within 7 working days.

JP-HSBC@EC2611B(29198.HK)

HSBC Private Bank: Middle East Conflict Affects Rate Cut Expectations

HSBC warns as 10-year Treasury yield nears danger zone

Themes Management Co LLC Invests $959,000 in HSBC Holdings plc $HSBC

Core42 raises $550mln from HSBC to scale global AI infrastructure

A comprehensive overview of Hong Kong stablecoin licenses: From sandbox players to HSBC's entry into the market.