China Citic Bank: Risk and Opportunity
Although more speculative and risky than the “Big Four” SOEs, China Citic Bank Corp (601998 CH) stands out according to our rankings as a...
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Bank of China: Cheap Globally by Any Valuation Metric
Buying shares in a high-yielding Chinese bank is of course predicated by a macro or socio-economic or political assessment of the country's...
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HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
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HK Connect Discovery - March Snapshot (WH Group, Air China)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
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