GEM Weekly (13 Jan 2023): China Inflation and Trade, South Korean Rates; Alibaba, Ant, BYD, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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China EV: Challenges from Tesla Price Cuts
We believe Tesla's aggressive price cuts indicate demand in China’s auto demand might be much weaker than expected until Covid impact is eased
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EVA Precision: Updates, Poised For a Rally
Eva Precision Industrial Holdings (838 HK) has come off its lows but still trades at an attractive 7.8x/5x PE FY22e/23e and a dividend yield of...
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HK Short Interest Weekly: China Life, Alibaba, 3SBio, JD.com
We analyzed the latest HK SFC report for aggregate short position as of Dec 30th and highlight short interest changes in China Life, Alibaba,...
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CX Daily: China’s Railway Investment Falls for a Third Straight Year
China’s railway investment falls for a third straight year. China to end quarantine for travelers from Hong Kong to the mainland
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