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Dongfang Electric (1072 HK)
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124
Analysis
Industrials
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China
Dongfang Electric Corporation Limited manufactures and sells hydro and steam power generators and AC/DC electric motors. The Company also provides repair, upgrade, maintenance, and other services for the products.
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bearish
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Macroeconomics
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21 Jun 2016 10:13
China: May Industrial Production Held Steady, Fixed Asset Investment, Loans Growth Slowed
China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained...
Rajan Govil
163 Views
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bearish
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Thematic (Sector/Industry)
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14 Jun 2016 08:06
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
Drewry Maritime Financial Research
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315 Views
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bearish
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Thematic (Sector/Industry)
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12 Jun 2016 22:54
Getting the Detail Right in China
There is a problem with official statistics in China. Put simply, they cannot be relied upon. From coal consumption, steel or iron ore production,...
Bixmoor
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172 Views
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bearish
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Macroeconomics
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10 Jun 2016 09:12
Inside China's May 2016 Trade Data
China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...
Christopher Balding
176 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2016 20:54
China or ASEAN? - You Choose
Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...
Bixmoor
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195 Views
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