Bondcritic Market Monitor (2-Dec): All Quiet Before the Storms
We saw Trump's signing of the Hong Kong Human Rights Act as a part of the trade war negotiation. The signing of the act led to China's vow to...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
440 Views
Nippon Paint (4612) Vs Geely Auto (175): A Relative Value on Chinese Auto Sector
Nippon Paint Holdings (4612 JP)share price has run-up in the past 6 months ahead of its peers and customers such as Honda Motor (7267 JP) on the...
448 Views
Bondcritic Market Monitor (18-Nov-19): Credit Homework, Slowing China, & Volatility
We believe the trade war improvement is temporary and we see this as a selling opportunity for cyclical credits in general. The trade war will make...
304 Views
China Auto: End Demand Remains Weak, Local Brands Start Outperforming
We revise our China's PV shipment estimate from a 8% yoy decline to a 9% yoy decline, taking into account slightly weaker than estimated PV demand...
313 Views