StubWorld: China Conch, ESun/Lai Fung and the Chain Principle
This week in StubWorld ... China Conch Venture Holdings Ltd (586 HK) is trading rich to Anhui Conch Cement Co Ltd A (600585 CH)after a noticeable...
201 Views
Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
312 Views
BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
200 Views
StubWorld - Set-Up & Unwind Extremes: China Conch, China Unicom
This week: recent outperformance implies China Conch Venture Holdings Ltd (586 HK)'s rump is no longer free; and a brief update on China Unicom...
297 Views
Quiddity Weekly H/A: Shares Discounts & Southbound Flows 20180112
This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...
324 Views