Haier SH: Diversified Product Mix, Overseas Exposure and Synergies to Support a Higher Valuation
This is the FINAL part of our series of reports on Haier Smart Homes where we will be taking a closer look at the company’s valuation. In our...
351 Views
Haier SH (Part II): Lower Exposure to Declining AC Market While Synergies Help Margin Expansion
This is the SECOND in a series of reports on Haier Smart Homes. In our previous insight on the company, we discussed the company’s largest business...
303 Views
SH/SZ Connect Flow Weekly: Hualan Bio, Midea, Wuliangye, Yealink, ZTE, China Intl Travel
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
299 Views
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
418 Views
SH/SZ Connect Flow Weekly: $4.3bn Inflows, Moutai, CATL, Midea
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
270 Views