HK Connect Flows: Meituan/Xiaomi Inclusion on Monday Confirmed
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Kunlun Energy (135 HK): Deserves a Gas Utilities Valuation?
Kunlun Energy (135 HK) has been gradually increasing its focus on downstream natural gas sales business, from previously on upstream exploration...
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Chinese Telecoms Look to a Better 2H19 but 5G Capex Looms. Network Sharing Is Not a Panacea
Results from the Chinese telcos in 2Q remained lacklustre although we do expect 2H19 to show some improvement. The problem is that 5G capex looms...
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YOFC (6869): ASP Pressure but Saved by Peru
Yangtze Optical Fibre And H (6869 HK) share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China...
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