US/Mainland China - De-Escalation Appears Evident
*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...
267 Views
Genworth Financial - Plan B
*Un-investable: This is a binary investment. Either you believe that China Oceanwide (715.HK) can come up with the funds for this deal or you...
261 Views
China Health Care - Allocation Boom: Wuxi Biologics/Jinyu Bio-Tech/Hangzhou Tigermed Top Picks
With increased focus on the Health Care sector in light of the COVID-19 pandemic, Health Care allocations reached record levels last month. We...
314 Views
PICC Group – Investment Returns Appear Non-Sensical
* Strong 1Q20 Numbers: PICC Group's 1Q20 earnings amounted to CNY 7.1 bn, increasing 5.8x linked quarter reflective primarily of both a CNY 36.9 bn...
231 Views
China Pacific Insurance – Liability Reserve Needs Upgrade
* Strong Result, But……: China Pacific Insurance (2601.Hk) (CPIC) reported 1Q20 earnings of CNY 8.4bn, increasing CNY 3.6 bn (73.8%) linked quarter...
257 Views