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Shenzhen Expressway Co H (548 HK)
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Analysis
Industrials
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China
Shenzhen Expressway Company Limited constructs, manages and operates toll highways and expressways in China.
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bullish
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Jiangsu Expressway (H)
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29 Jul 2020 19:48
Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
David Blennerhassett
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930 Views
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bullish
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Thematic (Sector/Industry)
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17 Jun 2020 09:52
China Infrastructure REITs: Toll Road Baskets on H-Shares and A-Shares
The National Development and Reform Commission of the China Securities Regulatory Commission (CSRC) released a notice in April on establishing a...
Brian Freitas
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459 Views
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bullish
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Thematic (Sector/Industry)
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11 Jun 2020 10:31
China Infrastructure REITs: First Look on H-Share Toll Road Sector
Chinese government's promotion of public infrastructure REITs should benefit many different infrastructure sectors. We first look at the H-share...
Osbert Tang, CFA
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589 Views
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bearish
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Thematic (Sector/Industry)
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13 Mar 2020 20:23
Market Monitor: Friday 13th Pandemic
A month after we pointed out the risk emanating from the new strain of a Corona virus (COVID-19) to the global economic recovery, the market still...
Bondcritic
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451 Views
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bullish
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Cross Asset Strategy
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23 Jan 2020 21:56
Screening the Silk Road: Q1-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth continues to dominate: In July 2019 (Screening the Silk Road: Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening), we re-examined the divide...
David Lepper
516 Views
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