HK Connect Ideas: ICBC and Tencent (2019-05-17)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
531 Views
HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
813 Views
China Meidong (1268 HK): +59% YTD After Strong FY18 Results and Positive Outlook; Now Fairly Valued
China Meidong Auto (1268 HK) has been a great success story for its investors in the last two years. I first wrote about the company in May 2017...
588 Views
HK Connect Discovery Weekly: Eligibility Adjustment (2019-03-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
526 Views
Dongzheng Auto Finance (东正汽车金融) Pre-IPO Review - Dependent on Dealership Network for Growth
Dongzheng Automotive Finance (2718 HK) is looking to raise approximately US$300 - 500m in its upcoming IPO. DAF is a fast growing auto finance...
257 Views