Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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StubWorld: China Conch, ESun/Lai Fung and the Chain Principle
This week in StubWorld ... China Conch Venture Holdings Ltd (586 HK) is trading rich to Anhui Conch Cement Co Ltd A (600585 CH)after a noticeable...
210 Views
StubWorld - Set-Up & Unwind Extremes: China Conch, China Unicom
This week: recent outperformance implies China Conch Venture Holdings Ltd (586 HK)'s rump is no longer free; and a brief update on China Unicom...
302 Views
StubWorld - Set-Up & Unwind Extremes: Hang Lung, Swire, AVIC
This week I briefly look at bifurcations in Hang Lung Group Ltd (10 HK), whose clean NAV just got a little cleaner; Swire Pacific Ltd Cl A (19 HK)...
395 Views
The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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