Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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CSRC Green Lights Full Circulation Of H Shares
Back in June last year, I flagged (Legend's Conversion of Domestic Shares) 850mn shares entering Legend Holdings Corp H (3396 HK)'s share registry...
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PICC P&C (2328 HK): Increased Confidence After Investor Day
Picc Property & Casualty H (2328 HK) hosted an investor day on November 1, outlining medium-to-long term targets, which provided increased...
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PICC P&C (2328 HK): No Longer A Value Trap
Picc Property & Casualty H (2328 HK) is the largest P&C insurer in China. The stock has been a value trap for over three years. We believe...
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CPIC (2601 HK): Fairly Valued, With Few Levers To Surprise
China Pacific Insurance (Group) Co., (2601 HK) is a one of the larger Chinese insurers, but lacks the franchise in the growth segments of the...
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